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Explore Financial Advisers Serving Wales

Review the services of 40 financial advisers in Wales, including Cardiff, Newport and Colwyn Bay. Whether you need pension advice, investment planning or ongoing financial guidance, look for relevant professionals and enquire about consultations and fees.
Cardiff County (13)
Carmarthenshire (2)
Ceredigion (1)
Conwy County (2)
Denbighshire (1)
Flintshire (2)
Isle of Anglesey (1)
Monmouthshire (3)
Neath Port Talbot (1)
Newport County (6)
Pembrokeshire (2)
Powys (1)
Rhondda Cynon Taff (2)
Torfaen (2)
Vale of Glamorgan (1)
Abergavenny (1)
Cardiff (13)
Cardigan (1)
Carmarthen (1)
Colwyn Bay (2)
Cowbridge (1)
Cwmbran (2)
Deeside (2)
Haverfordwest (1)
Llandrindod Wells (1)
Llanelli (1)
Menai Bridge (1)
Monmouth (1)
Newport (6)
Pontyclun (2)
Port Talbot (1)
Rhuddlan (1)
Saundersfoot (1)
Usk (1)
7 reviews
The Money Partnership
7 reviews
FCA-authorised for regulatory compliance
Independent financial advisers in Newport offering mortgage, pension and investment solutions. FCA-regulated guidance for property purchases, retirement planning and financial security.
Mortgages Pensions Investments
01633 987070 Call Profile
6 reviews
LL Financial Solutions
14 Years
6 reviews
We offer 25+ years of combined experience in mortgage and insurance markets
Expert mortgage and financial advice services in Rhuddlan. LL Financial Solutions offers tailored mortgage protection, life insurance, and critical illness cover solutions since 2012.
Mortgage Protection Life Insurance Critical Illness Cover
01745 591811 Call Profile
2 reviews
Financial Planning Solutions
18 Years
2 reviews
We know every client's name and provide truly personalised service
Tailored financial planning services in Cwmbran to help you enjoy your wealth without fear of running out. Expert advice for retirement, pensions, and wealth management.
Retirement Planning Pension Advice Wealth Management
01633 865610 Call Profile
Not rated yet
Portland Wealth Management
Not rated yet
Fully independent financial advice tailored to your needs
Expert financial planning in Cardiff. Tailored investment, retirement, and estate solutions for families and businesses. ISO-certified advisors for your future.
Financial Planning Estate Planning Investment Management
029 2166 0988 Call Profile
Not rated yet
Asset Management Solutions
27 Years
Not rated yet
We offer 25 years' specialist experience in PFI/PPP finance structures
Independent project finance advisory services specialising in PFI/PPP since 1999. Expertise in SPV management, financial modelling, and dispute resolution for infrastructure projects across the UK and Ireland.
SPV Management Financial Modelling Dispute Resolution
029 2041 4387 Call Profile
Not rated yet
Sheppard Davies Asset Management
Not rated yet
We implement a patented process for absolute return-focused investment strategies.
Expert investment management, pension planning, and tax-efficient solutions in Monmouth. Client-focused strategies with a proven track record in portfolio diversification and risk management.
Portfolio Management Pension Planning Retirement Strategies
01600 711955 Call Profile
Not rated yet
Blacksand Asset Man
11 Years
Not rated yet
We offer 30+ years of combined expertise in UK property development and planning.
Expert residential and commercial property development services in Maidstone, Kent. Specialising in planning, project management, and sustainable solutions for private and corporate clients.
Site Appraisal Planning Applications Project Management
07799 661836 Call Profile
Not rated yet
EWC Asset Management
22 Years
Not rated yet
We have over 20 years of experience in asset management and recovery across multiple sectors.
EWC Asset Management offers expert asset management and recovery services, delivering maximum returns on surplus equipment across diverse industries.
Asset Disposal Valuations Decommissioning
01446 772333 Call Profile
Not rated yet
Thomas & Thomas Finance
Not rated yet
We offer 26 years of qualified financial services experience with Chartered status.
Award-winning Chartered Financial Advisers in Pembrokeshire offering ethical investments, pension planning, and inheritance tax solutions. Transparent fees, no initial charges, and client-focused service since 2001.
Investments Pensions Ethical Investments
01437 772228 Call Profile
Not rated yet
Carnwyllon Wealth Management
Not rated yet
We offer 38 years of client-focused financial advisory experience.
Trusted independent financial advisors in Llannon, Carmarthen. Specialising in pensions, investments, and tax planning for individuals and businesses across the UK.
Mortgages Pensions Protection
01269 841158 Call Profile