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

Shaun Hiscox - Castra Financial

Langstone

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

406

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Saltus Partners LLP

Porthcawl

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

981

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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NTM Financial Services - Nick Hill

St brides minor

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

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

James Brakenbury Clearwater Wealth Management

Bangor

FCA verified

I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

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

360

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Ascot Lloyd

Gaer

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

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Harken Financial

Rhosddu

FCA verified

'Harken' means to attentively listen and attend to. This is fundamental to providing financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives.

Clients
helped

254

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Paul Brown -True Potential Wealth Management

Tawe uchaf

FCA verified

Working together so that you feel better informed, confident and empowered for your financial future

Clients
helped

273

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Solosy Wealth Management

Llanfoist fawr

FCA verified

Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

McCarthy Wealth Management

Roath

FCA verified

I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.

Clients
helped

433

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.