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Browse the Top 20 Financial Advisers Serving Wales

See what 20 financial advisers serving Wales, including Cardiff, Newport and Deeside, offer for pension planning, investment advice and financial protection. Read client feedback, explore adviser profiles and contact professionals suited to your needs.
Bridgend County (1)
Cardiff County (10)
Flintshire (1)
Newport County (5)
Pembrokeshire (1)
Rhondda Cynon Taff (1)
Wrexham County (1)
Cardiff (10)
Deeside (1)
Newport (5)
Pontyclun (1)
Porthcawl (1)
Saundersfoot (1)
Wrexham (1)
Insure24
Top Rated
13 Years
2 reviews
Insure24
13 Years
2 reviews
We are FCA-authorised regulated commercial insurance brokers.
Insure24 is an FCA-authorised UK commercial insurance broker delivering tailored, sector-specific cover for complex and higher-risk business operations, with direct access to specialist advisors and leading insurer partners including CHUBB and AXA.
Website 0330 127 2333 Call Profile
Not rated yet
The Money Partnership
Not rated yet
We provide jargon-free financial advice tailored to individual needs
Expert financial advice in Newport. The Money Partnership offers independent mortgage, pension, and investment services with a client-first approach.
Mortgage advice Pension reviews Investment management
01633 987070 Call Profile
Not rated yet
Kymin Financial Services
33 Years
Not rated yet
We offer 30 years of expertise in independent financial planning
Award-winning independent financial advisers in Newport offering holistic wealth management and personalized financial planning services since 1993.
Financial Planning Wealth Management Pension Planning
01633 840000 Call Profile
Not rated yet
Blackstone Partners
Not rated yet
We have over a decade of experience in independent financial advisory services
Trusted independent financial advisers in Cardiff offering tailored retirement planning, estate management, and investment solutions. FCA-regulated expertise for lifelong financial security.
Retirement Planning Estate Planning Investment Management
0345 250 8420 Call Profile
Not rated yet
Cambrian Associates
50+ Years
Not rated yet
We have over 40 years of experience in independent financial advice
Cambrian Associates offers independent financial advice across the UK. Specialising in pensions, retirement planning, and mortgage solutions since 1973. FCA-regulated advisers in Hawarden, CH5 3XA.
Financial Planning Pension Advice Mortgage Services
01244 539595 Call Profile
Not rated yet
Mulberry Wealth Management
30 Years
Not rated yet
We have over 25 years of experience in independent financial advice
Independent financial advisers in Cardiff offering expert guidance on pensions, investments, protection, and mortgages since 1996. FCA-authorised, client-focused solutions for your financial future.
Pensions Equity Release Investments
029 2002 3333 Call Profile
Not rated yet
Vale Independent Financial Advisers
18 Years
Not rated yet
We have over 25 years of combined experience in financial planning.
Trusted Independent Financial Advisers in South Wales offering tailored pension, investment, and wealth management solutions. Regulated by the FCA, we prioritise client needs with impartial advice.
Pension Planning Savings and Investments Estate Planning
01443 227727 Call Profile
Not rated yet
Sweetland Associates
Not rated yet
We have advised clients across South Wales since 1999.
Experienced independent financial advisers in Newport providing regulated, impartial planning for investments, pensions and protection since 1999.
Investments Pensions Retirement Planning
01633 246246 Call Profile
Not rated yet
Morgan Peterson
Not rated yet
We provide impartial mortgage advice across the entire UK market
Trusted financial planning services in Cardiff. Specialising in mortgages, pensions, investments, and protection insurance. Impartial advice tailored to your unique needs.
Mortgage Advice Protection Insurance Retirement Planning
029 2045 3950 Call Profile
Not rated yet
Financial Planning Wales
Not rated yet
We are authorised by the FCA with firm number 190597.
Financial Planning Wales delivers Chartered, regulated advice to UK individuals and companies, using 25+ years of experience to build lasting wealth.
Financial Planning Wales Investment Planning Wealth Management
029 2064 1188 Call Profile