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

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  • Niche

    Abercarn
    FCA verified
    Chartered Financial Planners specialising in Pensions and Investments including Pension Release offering personalised and friendly financial advice. Free initial meeting
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Carlson Wealth Management

    Pontprennau
    FCA verified
    I help business owners and higher rate tax payers plan for a secure and happy retirement
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Purslow Jones Independent Financial Advisers

    Barry
    FCA verified
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    83
    £0+
    Can help with
    Pensions & retirement
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  • Romilly Associates IFA Limited

    Penarth
    FCA verified
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    87
    £0+
    Can help with
    Pensions & retirement

  • Rogerstone IFA

    Rogerstone
    FCA verified
    My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • WH Ireland Limited

    Castle
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Lifestyle Financial Advice

    Llantwit fardre
    FCA verified
    We are a double-award winning, family firm based in South Wales with over 30 years’ experience in Financial Services. Our advisers have Advanced qualifications in Pensions, Mortgages and Equity Release. We offer independent advice to best suit your needs.
    83
    £50k+
    Can help with
    Pensions & retirement

  • First Option

    Tongwynlais
    FCA verified
    Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff
    11
    £50k+
    Can help with
    Pensions & retirement

  • RWB Wealth Ltd

    Riverside
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    FCA verified
    Its about working together so that you feel better informed, confident and empowered for your financial future.
    55
    £50k+
    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.