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

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  • 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

  • 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
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  • 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

  • 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

  • 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

  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Castle
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £250k+
    Can help with
    Pensions & retirement

  • NTM Financial Services Ltd

    Riverside
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    92
    £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

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.