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

I need advice on
Total assets
My postcode
First meeting is free

  • 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

  • Hartsfield Financial Services

    Llanishen
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1399
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Fairwater
    FCA verified
    Independent, 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.
    27326
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • EST

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

  • Continuum (Financial Services) LLP

    Risca west
    FCA verified
    Am 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.
    48
    £0+
    Can help with
    Pensions & retirement

  • Continuum

    Trowbridge
    FCA verified
    James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
    95
    £0+
    Can help with
    Pensions & retirement

  • Whitchurch IFA Ltd

    Heath
    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

    Radyr and morganstown
    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.
    283
    £0+
    Can help with
    Pensions & retirement

  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    43
    £50k+
    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.
    155
    £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.