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

Pontypridd

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

257

Minimum
wealth

£0+

Can help with

Pensions & retirement

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TT Wealth

Llantwit fardre

FCA verified

Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.

Clients
helped

264

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

First Equitable Global Wealth Management

Connahs quay

FCA verified

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

447

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Solosy Wealth Management

Riverside

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

Mistral Consultancy Limited

Mountain ash

FCA verified

Clients
helped

< 10

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Beaumont Wealth

Llandudno

FCA verified

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

Clients
helped

990

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

HCI Chartered Financial Planners

Conwy

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

356

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Tim Caldwell Financial services

Ffestiniog

FCA verified

I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.

Clients
helped

110

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Offa

FCA verified

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5975

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Kevin Robins - True Potential Wealth Management

Llansamlet

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

394

Minimum
wealth

£100k+

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.