Top 10 Independent (IFAs) & Restricted Financial Advisers in Monmouthshire
NTM Financial Services Ltd
RogerstoneWe offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
Clients
helped94Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMather and Murray Financial
LlanrumneyIndependent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped2700Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentSFL Wealth Management
VictoriaIs 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.TT Wealth
Cwmbran centralTony 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 IndependentM&G Wealth Advice
CaerleonWe 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
helped586Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified Restricted- Clients
helped739Minimum
wealth£50k+Pensions & retirementTInitial consultation free FCA verified Restricted MPI Financial Advice
CaerleonWe provide a free update & advice service to help you understand your plans.
Clients
helped5427Minimum
wealth£0+Pensions & retirementSInitial consultation free FCA verified IndependentContinuum (Financial Services) LLP
Risca westAm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped57Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
CrosskeysFlying 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
helped19000Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentWealth Doctor
ChepstowDr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
Clients
helped61Minimum
wealth£250k+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.