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

I need advice on
Total assets
My postcode
First meeting is free

  • Ian McCue - True Potential Wealth Management LLP

    Conwy
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.
    95
    £50k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth

    Llansamlet
    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

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Penarth
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    243
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Boulton Financial Services Ltd

    Conwy
    FCA verified
    We offer a free initial consultation
    95
    £50k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Llanishen
    FCA verified
    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.
    512
    £50k+
    Can help with
    Pensions & retirement

  • Continuum

    Crosskeys
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement

  • Ashley at TD Financial Ltd

    Coychurch lower
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.
    28
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Pelenna
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17131
    £100k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Ynysawdre
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2249
    £50k+
    Can help with
    Pensions & retirement

  • Bridgewood IFA

    Brackla
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £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.