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

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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
  • Paul Brown -True Potential Wealth Management

    Monmouth
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    246
    £50k+
    Can help with
    Pensions & retirement
  • Abacus Associates Financial Services Ltd – C/O Craig Burridge

    Monmouth
    FCA verified
    I build long term relationships by providing Independent advice in a way you understand to meet your needs.
    160
    £0+
    Can help with
    Pensions & retirement
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  • Beesure Ltd

    Monmouth
    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
  • Flying Colours

    Monmouth
    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
  • 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
  • Crystal Wealth Management

    Coleford
    FCA verified
    Award Winning Independent Adviser acting in YOUR Best Interests. Let's Optimise your wealth so that you can afford your best life and retirement.
    54
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    West dean
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1338
    £150k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Drybrook
    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.
    332
    £250k+
    Can help with
    Pensions & retirement
  • Continuum

    Drybrook
    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

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.