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

I need advice on
Total assets
My postcode
First meeting is free
  • Nugenis Financial Planning

    Llanishen
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    18
    £150k+
    Can help with
    Pensions & retirement
  • Romilly Associates IFA Limited

    Penarth
    FCA verified
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    99
    £0+
    Can help with
    Pensions & retirement
  • Chester Financial Wealth Management Ltd

    Ruabon
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    126
    £100k+
    Can help with
    Pensions & retirement
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  • Canaccord Genuity Wealth Management (CGWM)

    Rhuddlan
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    371
    £250k+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Pencoed/Cardiff

    Canton
    FCA verified
    88
    £0+
    Can help with
    Pensions & retirement
  • David Davies – 2plan wealth management Ltd

    Carmarthen
    FCA verified
    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
    136
    £0+
    Can help with
    Pensions & retirement
  • Whitchurch IFA Ltd

    Whitchurch
    FCA verified
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Langstone
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11643
    £0+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Gorseinon
    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.
    622
    £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.