Top 10 Independent (IFAs) & Restricted Financial Advisers in Penylan

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  • TD Financial Ltd

    Penylan
    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. Established in 2006.
    35
    £100k+
    Can help with
    Pensions & retirement

  • James Harvey at AFH Wealth Management

    Roath
    FCA verified
    I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship.
    84
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning

    Roath
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    275
    £50k+
    Can help with
    Pensions & retirement
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  • Cadre Wealth

    Adamsdown
    FCA verified
    Cadre Wealth is an Independent, Fixed Fee, Evidence-Based financial planning firm. As founder and director at Cadre Wealth, I have the pleasure of working closely with Tax and Finance experts to help our clients achieve their financial goals.
    179
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Pentwyn
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30284
    £100k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Rumney
    FCA verified
    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.
    174
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Cyncoed
    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.
    18147
    £150k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Splott
    FCA verified
    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.
    174
    £0+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cyncoed
    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.
    230
    £100k+
    Can help with
    Pensions & retirement

  • Paul Taylor

    Adamsdown
    FCA verified
    More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.
    109
    £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.

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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.