Top 10 Independent (IFAs) & Restricted Financial Advisers in Cardiff
Montpellier Asset Management
RiversideA trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped153Minimum
wealth£150k+Pensions & retirement+1Initial consultation free FCA verified IndependentImperial Chartered
PontypriddI'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
Clients
helped244Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentPaul Taylor
AdamsdownMore than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.
Clients
helped119Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Whitchurch IFA Ltd
WhitchurchWhitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
Clients
helped81Minimum
wealth£0+Pensions & retirementJInitial consultation free FCA verified IndependentThe Private Office
RhiwbinaIndependent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
Clients
helped32832Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentImperial Chartered
WhitchurchI'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
Clients
helped244Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentKevin Robins - True Potential Wealth Management
CantonHelping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
Clients
helped359Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedTT Wealth
CyncoedTony 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.
Clients
helped243Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSFL Wealth Management
Penyrheol trecenydd and energlynIs 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.
Clients
helped713Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAscot Lloyd
GrangetownWe offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
Clients
helped1012Minimum
wealth£150k+Pensions & retirementACRKInitial consultation free FCA verified Independent
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.