Find financial advisers across Wales.

Explore guides for Welsh towns and cities, understand adviser fees and tell us what help you need.

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Explore Wales

Choose a nearby city or town, then compare specialist experience, service style and fees.

Local guide

Cardiff

Cardiff, Penarth and the Vale of Glamorgan.

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Swansea

Explore Swansea, Mumbles and Neath Port Talbot.

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Newport

Explore Newport, Caerleon and Monmouthshire.

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Wrexham

Explore Wrexham, Flintshire and North Wales.

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Browse 30 locations across Wales

AbergavennySir Fynwy - Monmouthshire Bae ColwynConwy BarriBro Morgannwg - the Vale of Glamorgan CaerfyrddinSir Gaerfyrddin - Carmarthenshire CaerphillyCaerffili - Caerphilly CardiffCaerdydd - Cardiff ChepstowSir Fynwy - Monmouthshire ConwyConwy CowbridgeBro Morgannwg - the Vale of Glamorgan CwmbrânTorfaen HwlfforddSir Benfro - Pembrokeshire LlandudnoConwy LlanelliSir Gaerfyrddin - Carmarthenshire Merthyr TydfilMerthyr Tudful - Merthyr Tydfil MoldSir y Fflint - Flintshire MonmouthSir Fynwy - Monmouthshire NeathCastell-nedd Port Talbot - Neath Port Talbot NewportCasnewydd - Newport Pen-y-bont ar OgwrPen-y-bont ar Ogwr - Bridgend PenarthBro Morgannwg - the Vale of Glamorgan PontypoolTorfaen PontypriddRhondda Cynon Taf Port TalbotCastell-nedd Port Talbot - Neath Port Talbot RhylSir Ddinbych - Denbighshire St AsaphSir Ddinbych - Denbighshire SwanseaAbertawe - Swansea TyddewiSir Benfro - Pembrokeshire UskSir Fynwy - Monmouthshire WrexhamWrecsam - Wrexham Y Coed DuonCaerffili - Caerphilly

Start with the financial problem, not just the postcode.

Retirement, business ownership, inheritance and investment planning can all require different expertise. Location is one part of the fit.

Retirement & pensions

Help people compare advisers who work with retirement planning, pensions and income needs.

Business owners

Look for advisers who regularly work with founders, family businesses and business owners.

Investments & long-term planning

Match on service model, asset minimums and the level of complexity required.

Local face-to-face advice

Use geography as a fit factor without making the nearest adviser automatically the best match.

Compare the structure, not just the headline percentage.

We explain whether a fee was confirmed by the adviser, published by the firm or is unavailable. Our fee calculations are clearly labelled as examples, not quotes.

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