Are you an adviser? Go to Unbiased Pro
Login

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
Wales
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Abergavenny
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
56
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Douglas Steers & Company

Douglas Steers & Company

Garw valley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10490
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Mather and Murray Financial

Mather and Murray Financial

Abergavenny
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3070
Minimum
wealth
£50k+
Meet the team
Steve Murray
Samuel Mather-holgate
Jacob Leggatt
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Continuum financial planning LLP

Continuum financial planning LLP

Beechwood
Initial consultation free
FCA verified
Independent
An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Nick Howells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Beesure Financial Planning Ltd

Beesure Financial Planning Ltd

Cwmbran central
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
82
Minimum
wealth
£50k+
Meet the team
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
MWG Wealth Management

MWG Wealth Management

Sketty
Initial consultation free
FCA verified
Restricted
At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Gregory Wintermute
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
M&G Advice

M&G Advice

Abergavenny
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
TT Wealth

TT Wealth

Porthcawl
Initial consultation free
FCA verified
Independent
Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
Clients
helped
270
Minimum
wealth
£100k+
Meet the team
Tony Thomas
Tony Thomas
Tony Thomas
Tony Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
HCI Chartered Financial Planners

HCI Chartered Financial Planners

Conwy
Initial consultation free
FCA verified
Independent
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
377
Minimum
wealth
£100k+
Meet the team
Jack Taylor
John Brown
Oliver Nichols
Matt Wood
Jason Lloyd-Jones
+6
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
MWG Wealth Management

MWG Wealth Management

Carmarthen
Initial consultation free
FCA verified
Restricted
At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Gregory Wintermute
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Wales