Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales

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  • Flying Colours

    Gorseinon
    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.
    17160
    £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.
    63
    £50k+
    Can help with
    Pensions & retirement

  • EST

    Pentyrch
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    43
    £50k+
    Can help with
    Pensions & retirement
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  • Flying Colours

    Tredegar
    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.
    17160
    £100k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Llangefni
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    383
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Cyfarthfa
    FCA verified
    We 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.
    53
    £0+
    Can help with
    Pensions & retirement

  • Whitchurch IFA Ltd

    Whitchurch
    FCA verified
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Magor and undy
    FCA verified
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    287
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours

    Llannon
    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.
    17160
    £100k+
    Can help with
    Pensions & retirement

  • IAM Financial Planning Ltd

    Chepstow
    FCA verified
    Dr 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.
    49
    £100k+
    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.