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

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  • Hexagon Wealth

    Gorseinon
    FCA verified
    Planning Financial Futures Since 2002 Our company has helped clients across South Wales plan their financial futures for nearly twenty years.
    24
    £0+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Morriston
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    251
    £50k+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Risca west
    FCA verified
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    288
    £0+
    Can help with
    Pensions & retirement
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  • Paul Taylor - Positive Solutions

    Adamsdown
    FCA verified
    More than 25 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    100
    £50k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth Limited

    Llantrisant
    FCA verified
    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.
    204
    £100k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Llantwit fardre
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    236
    £50k+
    Can help with
    Pensions & retirement

  • Partneriaeth Seiont Partnership LLP

    Holyhead
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    186
    £0+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Northop
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1064
    £50k+
    Can help with
    Pensions & retirement

  • O'Sullivan Financial Planning Limited - Laurence Murphy

    Ammanford
    FCA verified
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    124
    £50k+
    Can help with
    Pensions & retirement

  • EST

    Pentyrch
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    44
    £50k+
    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.