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Find the 16 Best Financial Advisers in Wales

Browse 16 financial advisers serving Wales, including Newport, Cardiff and Abergavenny, for personal and business financial planning. Review pensions, investment and retirement advice, read client feedback and contact suitable advisers about consultations.
Bridgend County (1)
Cardiff County (3)
Carmarthenshire (1)
Conwy County (1)
Flintshire (1)
Monmouthshire (1)
Newport County (4)
Pembrokeshire (1)
Rhondda Cynon Taff (2)
Wrexham County (1)
Abergavenny (1)
Cardiff (3)
Carmarthen (1)
Deeside (1)
Haverfordwest (1)
Llandudno (1)
Newport (4)
Pontyclun (1)
Porth (1)
Porthcawl (1)
Wrexham (1)
Insure24
Verified
13 Years
2 reviews
Insure24
13 Years
2 reviews
We are an FCA-authorised broker with deep expertise in regulated sectors.
Insure24 provides tailored commercial insurance solutions for UK businesses in regulated, higher-risk industries, offering FCA-regulated expertise and access to leading insurers for comprehensive risk management.
Website 0330 127 2333 Call Profile
9 reviews
IAM Financial
9 reviews
Local Financial advisers that care and always put the client first
Impartial advice of the highest quality, every step of the way Our team is at the heart of our success. Our unique advisors deliver consistently high standards and are committed to delivering an excellent...
Website 01873 854488 Call Profile
14 reviews
Lowndes Halsden & Partners Limited
34 Years
14 reviews
We have over 30 years of experience in independent financial advice
Trusted financial advisers in Cardiff offering independent wealth management, pensions, investments, and mortgage solutions tailored to your needs.
Investments Pensions Life Insurance
029 2069 4242 Call Profile
3 reviews
Boulton Financial Services Ltd
3 reviews
We are a firm of Independent Financial Advisers and offer a free initial consultation. We specialise in: -Pensions -Investments - Inheritance Tax Planning -Business Protection - Life Assurance/ Income...
01492 572641 Call Profile
Not rated yet
Wood Financial Consultancy Ltd
Not rated yet
We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations. You will expect...
01437 769697 Call Profile
1 review
Laurel Court Associates Ltd
26 Years
1 review
We offer 25+ years combined director experience in financial services
Expert financial planning services in Porthcawl, specialising in pensions, investments, and protection. FCA-regulated advice for retirement planning and wealth management solutions.
Pension Planning Life Assurance Income Protection
01656 784862 Call Profile
4 reviews
Abram Partnership
34 Years
4 reviews
We offer 30+ years of independent financial advisory expertise
Trusted independent financial advisers in Cardiff offering tailored investment, retirement, and tax planning solutions. Abram Partnership delivers expert, client-focused financial strategies since 1992.
Investment Planning Retirement Strategy Tax Mitigation
029 2069 3700 Call Profile
1 review
North Wales Independent Advice
27 Years
1 review
We offer free, independent mortgage advice with no hidden fees
Free independent mortgage and insurance advice from FCA-regulated experts in Wrexham. Specialising in whole-of-market solutions for mortgages, life cover, and protection policies since 1999.
Mortgages Life Insurance Business Protection
01978 313420 Call Profile
2 reviews
Niche Private Clients
2 reviews
We are an employee-owned firm ensuring client-focused service excellence
Niche Private Clients Private Clients offers tailored, fixed-fee financial planning for high-net-worth individuals. Regulated by the FCA, we provide expert advice in Newport and London with transparent pricing.
Financial Planning Ethical Investing Pension Advice
01633 851805 Call Profile
Not rated yet
Acumen Associate Financial Services
22 Years
Not rated yet
We offer 35+ years of financial services experience with FCA authorisation
Trusted independent financial advisers in Pontyclun, offering tailored solutions for pensions, mortgages, investments, and insurance. Expert guidance for individuals and businesses across South Wales and the UK.
Financial Planning Pension Advice Mortgage Brokering
0800 298 6311 Call Profile