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

Find the best FCA regulated financial advisers in Rumney. Get expert help near you with pensions, investments, retirement planning and more
Rumney, Cardiff, Cymru Wales
Fairstone Group

Fairstone Group

Rumney
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Rumney
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Richard Seward IFA

Richard Seward IFA

Rumney
FCA verified
We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
Clients
helped
13
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Llanrumney
FCA verified
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
394
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Pentwyn
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Beesure Ltd

Beesure Ltd

Trowbridge
FCA verified
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
502
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Trowbridge
FCA verified
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
19
Minimum
wealth
£0+
Can help with
Expatriate finances
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Cyncoed
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

Fairstone Group

Cyncoed
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

Cyncoed
FCA verified
Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
Clients
helped
264
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
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.