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If you need help with financial planning and are thinking about an IFA, Cardiff has many to consider. They will help determine if your on track towards an early retirement somewhere where the weather is an improvement on Cardiff or whatever else your goal is. We aim to help you find the right IFA by making it easy to see their services and reviews. Also by only listing fully Independent Financial Advisors in Cardiff below you know you'll speak to someone both local and qualified.

Contributor

76%

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4.9out of 5

Richard Lord

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% clients advised in each area  :

Investments

67%

Annuities

8%

Pensions

92%

Insurance & Protection

17%
One of a very small number of qualified Certified and Fellow Chartered Financial Planners in the UK. Areas of expertise include holistic financial pla... Read More
Serves clients with: Over £100k of investable assets or household income
Richard's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

75%

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4.9out of 5

Craig Palfrey

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% clients advised in each area  :

Investments

84%

Annuities

20%

Pensions

80%

Insurance & Protection

30%

Later life planning

7%
Why Penguin? Because we believe that not everything about your life and your money is black and whiteFinancial Planning is about you - your life, your... Read More
Serves clients with: Over £100k of investable assets or household income
Craig's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

73%

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4.9out of 5

Neil Evans

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% clients advised in each area  :

Investments

87%

Annuities

13%

Pensions

53%

Insurance & Protection

13%

Later life planning

13%
At Vale Asset Management we pride ourselves on understanding fully our client’s needs - high quality independent advice delivered in the manner and ... Read More
Serves clients with: Over £50k of investable assets or household income
Neil's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

72%

MATCH FOR YOU

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5.0out of 5

Stephen Ng

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% clients advised in each area  :

Investments

69%

Pensions

62%

Insurance & Protection

8%

Later life planning

23%
We help clients enjoy today, knowing that tomorrow is taken care of. If you are looking to create, grow or protect a secure financial future then we w... Read More
Serves clients with: Over £250k of investable assets or household income
Stephen's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

MATCH FOR YOU

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4.9out of 5

Oliver Pughe

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% clients advised in each area  :

Investments

70%

Annuities

22%

Pensions

91%

Insurance & Protection

26%

Later life planning

17%
Oliver is a Financial Planner and senior partner at Penguin Wealth LLP. He has been a Financial Planner for over 10 years having reached Diploma Statu... Read More
Serves clients with: Over £250k of investable assets or household income
Oliver's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

70%

MATCH FOR YOU

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4.8out of 5

David Hulse

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% clients advised in each area  :

Investments

40%

Annuities

10%

Pensions

90%

Insurance & Protection

20%
I have worked in senior financial planning roles for over 10 years and I am passionate about the industry. My aim is to provide an exemplary service ... Read More
Serves clients with: Over £50k of investable assets or household income
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Recently joined IFA in Cardiff

4.8out of 5

Graham Wingar

More Info
I offer independent personal and corporate financial advice tailored to my clients circumstances and requirements. I am to help my clients fully under... Read More
Serves clients with: Any level of wealth

Latest client reviews of Cardiff IFAs

Everything was clearly explained in a way that made sense. I now feel there is direction in my pension planning leading up to retirement.   Read More
Steve
Marcus is very knowledgeable in the field of financial services, and explains the complexities of va....rcus always had time to filed ad hoc and short notice queries, in a professional and helpful manner.   Read More
Neil Startup

Can't find the right Cardiff IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Cardiff.

Simon OsborneLightBlue Independent Financial Advisers Ltd
Jack PriceCastle Court Wealth Management LLP
Anthony DaviesThomas Duffy Ltd
Gareth RichardsTudor House Financial Services Limited
Jeremy GaydonThe St James Partnership
Gwen AdairJohn Karamouzis
Jeremy GreavesThe Charnwood Partnership Ltd
Looking for a different Independent Financial Advisor (IFA) in Cardiff? Search by name