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

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  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    256
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning

    Newbridge
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    235
    £50k+
    Can help with
    Pensions & retirement

  • Continuum financial planning LLP

    Beechwood
    FCA verified
    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
    14
    £50k+
    Can help with
    Pensions & retirement
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  • Continuum

    Trowbridge
    FCA verified
    James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
    94
    £0+
    Can help with
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Monmouth
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    256
    £50k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth Limited

    Rogerstone
    FCA verified
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    191
    £100k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Caldicot
    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.
    221
    £50k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Caerleon
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    16
    £150k+
    Can help with
    Pensions & retirement

  • Charterhouse Portfolio Management Ltd

    Ganarew
    FCA verified
    Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
    14
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Pontymoile
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10373
    £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.