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

Find the best FCA regulated financial advisers in Splott. Get expert help near you with pensions, investments, retirement planning and more
Splott, Cardiff, Cymru Wales
M&G Advice

M&G Advice

Adamsdown
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Fidelius Ltd

Fidelius Ltd

Adamsdown
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
pt

Paul Taylor

Adamsdown
Initial consultation free
FCA verified
Restricted
More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.
Clients
helped
150
Minimum
wealth
£50k+
Meet the team
Paul Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Cathays
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Imperial Chartered

Imperial Chartered

Butetown
Initial consultation free
FCA verified
Independent
I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you
Clients
helped
260
Minimum
wealth
£100k+
Meet the team
Scott Smith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Saltus Partners LLP

Saltus Partners LLP

Castle
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1047
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Castle
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15126
Minimum
wealth
£0+
Meet the team
Frances Palmer
Jeremy Freeman
Adam Walker
James Tall
James Trotman
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Ascot Lloyd

Ascot Lloyd

Castle
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1985
Minimum
wealth
£150k+
Meet the team
A
Craig Couldrick
Raj Chauhan
Kevin Broome
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Castle
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Fidelius Ltd

Fidelius Ltd

Castle
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Splott