Top 10 Independent (IFAs) & Restricted Financial Advisers in Cardiff
- Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.Clients148
helpedMinimum£100k+
wealthFinancial planning - Do you have old pensions that you don't understand or feel may be in need of a refresh? Are you unsure if you are saving enough for retirement or if you could retire early? We can help with a free Personal Pension Review....Clients10
helpedMinimum£50k+
wealthPensions & retirement - Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- 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.Clients287
helpedMinimum£0+
wealthPensions & retirement - Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.Clients155
helpedMinimum£0+
wealthPensions & retirement - Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.Clients512
helpedMinimum£50k+
wealthPensions & retirement - 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.Clients287
helpedMinimum£0+
wealthPensions & retirement - My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.Clients< 10
helpedMinimum£50k+
wealthPensions & 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.