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.
Every financial advisor listed for Wales on Trusted Advisor is FCA-regulated and independently verified. You can compare profiles, read real client reviews and book a free introductory call before deciding who to work with.
Fees vary by advisor and the complexity of your situation. Most advisors in Wales charge either a percentage of assets under management, an hourly rate, or a fixed fee for a specific piece of work. The first consultation booked through Trusted Advisor is always free.
Independent financial advisors (IFAs) can recommend products from across the whole UK market. Restricted (or "network") advisors work from a curated panel of providers. Both must meet the same FCA standards — you can filter Wales advisors by type using the controls on this page.
Yes. We only list advisors who are authorised by the Financial Conduct Authority to give regulated advice in the UK. We re-verify FCA status regularly so you can be confident that every advisor in Wales on this page is currently authorised.
The number of verified financial advisors covering Wales is shown at the top of this page. New advisors are added regularly, so it's worth checking back if you don't immediately find the right fit.