Looking for a financial advisor in Wales? Trusted Advisor lists 0 FCA-verified advisors serving Wales and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.
Wales operates its own Welsh Rates of Income Tax (currently aligned with rUK rates) and a separate Land Transaction Tax regime, with Cardiff acting as the main hub for professional services advice across the region.
Cardiff's expanding financial, media and professional services sector has lifted demand for high-earner pension and tax planning. Across the wider region, retirement income planning, defined benefit reviews and inheritance tax mitigation make up the bulk of advisor work. Land Transaction Tax — including the Higher Residential Rates surcharge for additional properties — needs to be factored into any second-home or buy-to-let purchase advice in Wales.
Cardiff, Swansea, Newport, Wrexham, Bangor.
Postcode areas covered: CF, SA, NP, LL, SY, LD. Estimated population: 3.1 million.
Compare 0 FCA-verified financial advisors serving Wales on Trusted Advisor. Each profile shows the advisor's services, qualifications, fee structure, and verified client reviews so you can shortlist two or three before booking a free initial call.
Yes. Every advisor listed is verified against the Financial Conduct Authority (FCA) register before going live, so they are authorised to provide regulated financial advice in the UK.
Yes. Every advisor on Trusted Advisor offers a free, no-obligation initial consultation. You can book directly from the advisor's profile.
Most advisors in Wales help with pensions and retirement planning, investments and ISAs, inheritance tax planning, protection (life cover and income protection), and mortgages. Use each advisor's profile to see their specific specialisms.