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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
Saltus Partners LLP

Saltus Partners LLP

Town
Initial consultation free
FCA verified
Independent
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
1047
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
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
Ascot Lloyd

Ascot Lloyd

Carmarthen
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1985
Minimum
wealth
£150k+
Meet the team
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Titan Wealth International

Titan Wealth International

Cockett
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
828
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
First Equitable Global Wealth Management

First Equitable Global Wealth Management

Connahs quay
Initial consultation free
FCA verified
Independent
Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Clients
helped
477
Minimum
wealth
£100k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

Pontypridd
Initial consultation free
FCA verified
Independent
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
1047
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
NTM Financial Services - Nick Hill

NTM Financial Services - Nick Hill

Bridgend
Initial consultation free
FCA verified
Independent
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
42
Minimum
wealth
£0+
Meet the team
Nick Hill
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Trowbridge
Initial consultation free
FCA verified
Independent
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
1047
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Chapelwood Financial Planning Ltd

Chapelwood Financial Planning Ltd

Chepstow
Initial consultation free
FCA verified
Independent
Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Clients
helped
15
Minimum
wealth
£50k+
Meet the team
Ken Bassage-Morgan
Peter Bassage
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Fidelius Ltd

Fidelius Ltd

Monmouth
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Wales