Top 10 Independent (IFAs) & Restricted Financial Advisers in Penylan
TD Financial Ltd
PenylanOur 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.
Clients
helped38Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Financial Planning
RoathProviding 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.
Clients
helped313Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
RoathWe 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 Protection and all aspects of Pension and Retirement Planning.
Clients
helped357Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.M&G Wealth Advice
AdamsdownWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped582Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedFairstone Group
CyncoedFairstone 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.
Clients
helped12455Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
PentwynIndependent, 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.
Clients
helped32821Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
CyncoedFlying 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.
Clients
helped18996Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentTT 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 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 RestrictedEST
CathaysTaking care of business. A refreshingly personal and proactive approach to managing your wealth.
Clients
helped68Minimum
wealth£50k+Pensions & retirementInitial 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.