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

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  • IAM Financial Planning Ltd

    Monmouth
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    46
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Langstone
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16648
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Chepstow
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16648
    £100k+
    Can help with
    Pensions & retirement
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  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Continuum

    Cwmbran central
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 15 years.
    92
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Stow hill
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26316
    £100k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Trowbridge
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    198
    £50k+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Risca west
    FCA verified
    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.
    48
    £0+
    Can help with
    Pensions & retirement
  • Chapelwood Financial Planning Ltd

    Chepstow
    FCA verified
    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.
    13
    £50k+
    Can help with
    Pensions & retirement
  • Castra Financial

    Caldicot
    FCA verified
    60
    £0+
    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.