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

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  • Imperial Chartered

    Pontprennau
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    222
    £100k+
    Can help with
    Pensions & retirement
  • Castra Financial

    Llanrumney
    FCA verified
    62
    £0+
    Can help with
    Pensions & retirement
  • Mather and Murray Financial

    Llanrumney
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2202
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    26561
    £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
  • 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
  • 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.
    16751
    £100k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Trowbridge
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    205
    £50k+
    Can help with
    Pensions & retirement
  • Continuum

    Trowbridge
    FCA verified
    James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
    92
    £0+
    Can help with
    Pensions & retirement
  • 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

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.

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