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

Find the best FCA regulated financial advisers in Tongwynlais. Get expert help near you with pensions, investments, retirement planning and more
Tongwynlais, Cardiff, Cymru Wales
Saltus Partners LLP

Saltus Partners LLP

Radyr and morganstown
FCA verified
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
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill

NTM Financial Services - Nick Hill

Radyr and morganstown
FCA verified
I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
Clients
helped
22
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Radyr and morganstown
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
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Richard Seward IFA

Richard Seward IFA

Radyr and morganstown
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
Matthew Sulley - AFH Wealth Management

Matthew Sulley - AFH Wealth Management

Pentyrch
FCA verified
I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Shaun Hiscox - Castra Financial

Shaun Hiscox - Castra Financial

Radyr and morganstown
FCA verified
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
Clients
helped
403
Minimum
wealth
£0+
Can help with
Pensions & retirement
Beesure Financial Planning

Beesure Financial Planning

Pentyrch
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
358
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Rhiwbina
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Llanishen
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
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Imperial Chartered

Imperial Chartered

Whitchurch
FCA verified
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
256
Minimum
wealth
£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.

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