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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 Advisers in Cardiff below you know you'll speak to someone both local and qualified.

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4.8out of 5

Andrew Chorley

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Serves clients with: Over £50k of investable assets or household income
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Qualifications
Chartered Financial Planner Certified Financial Planner
Contact me through VouchedFor to receive a free 30 minute initial discussion
Andrew is regulated by the Financial Conduct Authority (FCA)
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4.9out of 5

Richard Lord

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Serves clients with: Over £100k of investable assets or household income
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Qualifications
Chartered Financial Planner Certified Financial Planner
Contact me through VouchedFor to receive a free 1 hour initial discussion
Richard is regulated by the Financial Conduct Authority (FCA)
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4.9out of 5

Craig Palfrey

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Serves clients with: Over £100k of investable assets or household income
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Qualifications
Certified Financial Planner
Contact me through VouchedFor to receive a free 30 minute initial discussion
Craig is regulated by the Financial Conduct Authority (FCA)
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4.9out of 5

Neil Evans

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Serves clients with: Over £100k of investable assets or household income
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Contact me through VouchedFor to receive a free 1 hour initial discussion
Neil is regulated by the Financial Conduct Authority (FCA)
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4.7out of 5

Richard Edwards

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Serves clients with: Over £100k of investable assets or household income
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Contact me through VouchedFor to receive a free 1 hour initial discussion
Richard is regulated by the Financial Conduct Authority (FCA)
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4.8out of 5

Debbie Matthews

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Serves clients with: Over £100k of investable assets or household income
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Contact me through VouchedFor to receive a free 1 hour initial discussion
Debbie is regulated by the Financial Conduct Authority (FCA)
 
 

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Latest client reviews of Cardiff IFAs

Shane has a friendly approach and he gives regular updates , the service / advice he gives is excell.... . I would highly recommend his company to anyone looking for financial advice.Mark Llantwit Fardre    Read More
mark nokes
Gareth provided invaluable help and support to me during not only my first house purchase but my fir.... financial advisor as I do on a daily basis to any colleagues and friends seeking financial advice.    Read More
Sarah

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 Adviser (IFA) in Cardiff? Search by name