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

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Total assets
My postcode
First meeting is free

  • Fairstone Group

    Abergavenny
    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.
    10512
    £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

  • Continuum

    Crosskeys
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement
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  • Hexagon Wealth Limited

    Rogerstone
    FCA verified
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    197
    £100k+
    Can help with
    Pensions & retirement

  • Continuum

    Cwmbran central
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Caerleon
    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

  • Castra Financial

    Caldicot
    FCA verified
    67
    £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

  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Cwmbran central
    FCA verified
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    47
    £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.