Top 10 Independent (IFAs) & Restricted Financial Advisers in Penylan

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  • James Harvey at AFH Wealth Management

    Roath
    FCA verified
    I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.
    53
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Pentwyn
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26554
    £100k+
    Can help with
    Pensions & retirement
  • Savvy Wealth Management

    Pentwyn
    FCA verified
    We are a team of award winning financial planners providing good honest advice.
    238
    £0+
    Can help with
    Pensions & retirement
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  • MJP Financial Planning - True Potential Wealth Management

    Rumney
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    154
    £0+
    Can help with
    Pensions & retirement
  • Flying Colours

    Cyncoed
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16750
    £100k+
    Can help with
    Pensions & retirement
  • Attivo

    Cyncoed
    FCA verified
    Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.
    116
    £100k+
    Can help with
    Financial planning
  • Paul Taylor - Positive Solutions

    Adamsdown
    FCA verified
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    99
    £50k+
    Can help with
    Pensions & retirement
  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    42
    £50k+
    Can help with
    Pensions & retirement
  • Attivo

    Adamsdown
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    116
    £100k+
    Can help with
    Financial planning
  • NTM Financial Services Ltd

    Riverside
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    85
    £100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.