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

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  • Purslow Jones Independent Financial Advisers

    Pencoed
    FCA verified
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    83
    £0+
    Can help with
    Pensions & retirement

  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    44
    £50k+
    Can help with
    Pensions & retirement

  • First Equitable Global Wealth Management

    Connahs quay
    FCA verified
    Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
    253
    £100k+
    Can help with
    Pensions & retirement
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  • Retirement Solutions (UK) Ltd

    Offa
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4276
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Rogerstone
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10590
    £0+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Neath
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1630
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management Limited

    Adamsdown
    FCA verified
    As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
    178
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours

    Shotton
    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.
    17262
    £100k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Brackla
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    17
    £150k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Holt
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1034
    £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.

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.