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
WEALTH Doctor
Abergavenny
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.
Clients
helped
helped
66
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
McCarthy Wealth Management
Coedffranc
FCA verified
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
Clients
helped
helped
433
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
HCI Chartered Financial Planners
Hawarden
FCA verified
Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
Clients
helped
helped
356
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Imperial Chartered
Pillgwenlly
FCA verified
I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you
Clients
helped
helped
257
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Fairstone Group
Cyncoed
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
helped
14562
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Ascot Lloyd
Caerleon
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
helped
1764
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill
St brides minor
FCA verified
I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
Clients
helped
helped
26
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Kevin Robins - True Potential Wealth Management
Llanrumney
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
helped
394
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Saltus Partners LLP
Riverside
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.
Clients
helped
helped
981
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
James Tucker - Blacktower Financial Management
Abergavenny
FCA verified
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
helped
19
Minimum
wealth
wealth
£0+
Can help with
Expatriate finances
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.