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

UNIQ Family Wealth

Llanover

FCA verified

Financial Planning you can trust; today, tomorrow and for the future.

Clients
helped

252

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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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

502

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Ascot Lloyd

St brides minor

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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David Davies – 2plan wealth management Ltd

Carmarthen

FCA verified

We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.

Clients
helped

146

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Titan Wealth International

Cockett

FCA verified

AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

Clients
helped

737

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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NTM Financial Services Ltd

Riverside

FCA verified

We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.

Clients
helped

105

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Fairstone Group

Abergavenny

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

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Evelyn Partners

Mold

FCA verified

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Kevin Robins - True Potential Wealth Management

Adamsdown

FCA verified

As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.

Clients
helped

394

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Alex Hawker at True Potential

Laugharne township

FCA verified

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

Clients
helped

Minimum
wealth

£100k+

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.