Why choose a financial adviser in Cardiff?
Choosing a financial adviser in Cardiff can make it easier to arrange meetings locally while still giving you the flexibility to speak by phone or online if you prefer. This convenience helps you to access professional financial advice in a way that fits around your schedule, whether you’re in Cardiff city centre, Pontcanna, Roath, Cathays or elsewhere.
Whether you’re planning for retirement, investing for the future or protecting your family, a regulated adviser can assess your circumstances and recommend suitable options based on your needs and objectives.
How to find the right financial adviser in Cardiff
Financiable® makes it easier to find a financial planner in Cardiff:
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Tell us what you need help with
Complete a short enquiry explaining the type of financial support you are seeking.
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Talk through your requirements
Our team will contact you to discuss what you’re looking for and your location.
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Get introduced to an adviser
We will match you with a suitable FCA-authorised firm adviser in Cardiff from our panel based on the information you provide.
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Arrange a free initial consultation
Meet your adviser and decide whether you would like to continue, with no obligation to take the next step.
Financiable® does not provide regulated financial advice. We make introductions to FCA-authorised firms who can review your circumstances and explain their recommendations, fees and associated risks.
Financial advice services available in Cardiff
Financial advisers serving Cardiff may provide support across a range of areas, including:
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Pension advice and retirement planning
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Personal pensions and pension consolidation
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Pension drawdown and annuities
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Savings, investments and ISAs
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Tax and inheritance planning
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Protection
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Mortgages
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Business financial planning
Pension choices may have lasting financial implications. A regulated pension adviser in Cardiff can explain the available options, outline the relevant risks and assess whether a particular approach may be appropriate for you.
Why choose Financiable®?
Financiable® provides a straightforward starting point for finding regulated financial support. We match you with an FCA-authorised firms whose experience and services are suited to your circumstances.
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Access FCA-authorised firms
Connect with a financial adviser, pension adviser or retirement specialist from our panel of FCA-approved firms.
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Find advisers in Cardiff and nationwide
We offer support to people in Cardiff and throughout the UK, with remote and in-person consultations available depending on the adviser and your location.
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Use our matching service free of charge
There is no cost to submit an enquiry or receive an adviser introduction.
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Consider your options without pressure
Your initial consultation carries no obligation.
Have a question? Our team can explain the matching process and answer questions you may have about using the service.
Find an adviserAuthorisation & regulation
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Regulated by the FCA
Financiable® is a trading style of TFAS Wealth Limited which is authorised and regulated by the Financial Conduct Authority – reference number: 968148.
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Registered company
TFAS Wealth Limited is a registered company in England and Wales – company number: 13664696.
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Registered office
Second Floor, St Andrew’s House, 119-121 The Headrow, Leeds LS1 5JW.
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Data protection
Registered with the Information Commissioner’s Office under registration number ZB370703.
You can check a firm or adviser’s regulatory status and permissions on the FCA’s Financial Services Register.
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