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
Imperial Chartered
Pontprennau
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
WEALTH Doctor
Chepstow
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
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
helped
15
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill
Cwmbran central
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
The Private Office
Rhuddlan
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
Paul Brown -True Potential Wealth Management
Sandfields west
FCA verified
Working together so that you feel better informed, confident and empowered for your financial future
Clients
helped
helped
273
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
The Private Office
Rogerstone
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
Titan Wealth International
Bangor
FCA verified
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
helped
737
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
McCarthy Wealth Management
Risca east
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
433
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Alex Hawker at True Potential
Killay
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
helped
43
Minimum
wealth
wealth
£100k+
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.