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

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Total assets
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  • Lawrence Miller & Co

    Llantarnam
    FCA verified
    We like to think we’re a totally different kind of Independent Financial Advisers. We act in our clients best interests and have no ties, affiliations, obligations or in-built bias. Clients really appreciate our genuine independence.
    85
    £0+
    Can help with
    Pensions & retirement

  • ACT Financial Services LTD

    Marshfield
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Nugenis Financial Planning

    Abergavenny
    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
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  • 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

  • Niche Private Clients

    Shaftesbury
    FCA verified
    Specialist financial advice tailored to high net worth individuals and families. Regulated and authorised by the FCA.
    59
    £0+
    Can help with
    Pensions & retirement

  • Jonathon Williams - Beesure Limited

    Coedkernew
    FCA verified
    I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
    20
    £0+
    Can help with
    Pensions & retirement

  • Continuum

    Crosskeys
    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 18 years.
    94
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Pontprennau
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • UNIQ Family Wealth

    Llanover
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    169
    £100k+
    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.
    165
    £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.