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

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  • 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

  • NTM Financial Services Ltd

    Rogerstone
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    85
    £100k+
    Can help with
    Pensions & retirement

  • Ryan Brustad at True Potential Wealth Management

    Abergavenny
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    120
    £50k+
    Can help with
    Pensions & retirement
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  • J Edward Sellars & Partners Ltd

    Pilning and severn beach
    FCA verified
    566
    £100k+
    Can help with
    Pensions & retirement

  • Rogerstone IFA

    Rogerstone
    FCA verified
    My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Continuum financial planning LLP

    Beechwood
    FCA verified
    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Victoria
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    224
    £100k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Langstone
    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.
    4205
    £0+
    Can help with
    Pensions & retirement

  • Chapelwood Financial Planning Ltd

    Chepstow
    FCA verified
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    259
    £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.