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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
Wales
Beesure Financial Planning

Beesure Financial Planning

Monmouth
Initial consultation free
FCA verified
Independent
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
372
Minimum
wealth
£50k+
Meet the team
Alex Palmer
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Bridgend
Initial consultation free
FCA verified
Independent
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
39669
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Matthew Sulley - AFH Wealth Management

Matthew Sulley - AFH Wealth Management

Pentyrch
Initial consultation free
FCA verified
Independent
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+
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
Douglas Steers & Company

Douglas Steers & Company

Pontymoile
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
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Neath
Initial consultation free
FCA verified
Restricted
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
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Canton
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

Llanrumney
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
Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Risca west
Initial consultation free
FCA verified
Independent
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
62
Minimum
wealth
£0+
Meet the team
Paul Jones
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Abersychan
Initial consultation free
FCA verified
Independent
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
83
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
Chapelwood Financial Planning Ltd

Chapelwood Financial Planning Ltd

Chepstow
Initial consultation free
FCA verified
Independent
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
15
Minimum
wealth
£50k+
Meet the team
Ken Bassage-Morgan
Peter Bassage
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Wales