Top 10 Independent (IFAs) & Restricted Financial Advisers in Wales

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.

After 20 years in financial services, I've seen how confusing and overwhelming pension advice can be. My approach is different: clear explanations, no jargon, and recommendations tailored to your specific circumstances.

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

We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.

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.

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.

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.

We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.