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
Ascot Lloyd
Llansamlet
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
Beesure Ltd
St athan
FCA verified
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
helped
502
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
HCI Chartered Financial Planners
Ruthin
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
The Private Office
Fairwater
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
TT Wealth
Pontypridd
FCA verified
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
helped
264
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Beesure Ltd
Trowbridge
FCA verified
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
helped
502
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
TT Wealth
Cowbridge and llanblethian
FCA verified
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
helped
264
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Sedulo Wealth Management Ltd
Chester
FCA verified
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
helped
25
Minimum
wealth
wealth
£100k+
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
The Private Office
Penarth
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
38294
Minimum
wealth
wealth
£150k+
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.