Top 10 Independent (IFAs) & Restricted Financial Advisers in Wales
Find the best FCA regulated financial advisers in Wales. Get expert help near you with pensions, investments, retirement planning and more

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
helped
372
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business

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
helped
39669
Minimum
wealth
wealth
£150k+
Meet the team
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£50k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 2 more matches

Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

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
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning

Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real.
Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
helped
62
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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
helped
83
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business

Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Clients
helped
helped
15
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Wales
