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

Beesure Financial Planning Limited

Abersychan

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

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Ascot Lloyd

Trevethin

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

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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GM Wealth Management

Offa

FCA verified

We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales. Approver: Quilter Financial Services Limited (15/02/2024).

Clients
helped

272

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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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

433

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Solosy Wealth Management

Llanfoist fawr

FCA verified

Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Beesure Financial Planning

Roath

FCA verified

Clients
helped

360

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

UNIQ Family Wealth

Trowbridge

FCA verified

Financial Planning you can trust; today, tomorrow and for the future.

Clients
helped

252

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Beesure Financial Planning

St brides minor

FCA verified

Clients
helped

360

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

James Phillips at Arcus Wealth

Abergavenny

FCA verified

Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

James Brakenbury Clearwater Wealth Management

Allt yr yn

FCA verified

I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.