WALES: TOP RATED FINANCIAL ADVISERS
These financial advisers have received the highest volume of positive 2022 client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals. As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor. This means they have the necessary permissions to practise from the Financial Conduct Authority, as well as undergoing several other checks and ongoing monitoring.
| NAME | FIRM | REVIEWS | STATUS | LOCATION | FEES PUBLISHED | YEARS QUALIFIED | LINK |
|---|---|---|---|---|---|---|---|
| Damien Hopkins | Officium Private Wealth | 14 | I | Abergavenny | N | 1 | View Profile |
| Lindsey Adams | Quadrant Financial Associates | 106 | I | Barry | N | 5+ | View Profile |
| Andy Parry | IWM Wealth Management | 50 | R | Blackwood | N | 2 | View Profile |
| Lewis Parry | IWM Wealth Management | 42 | R | Blackwood | N | 2 | View Profile |
| Tony Thomas | Wealthmasters | 135 | I | Bridgend | ️Y | 5+ | View Profile |
| Paul Taylor | Positive Solutions | 59 | R | Caldicot | ️Y | 1 | View Profile |
| James Gill | Abacus Associates | 148 | I | Cardiff | N | 3 | View Profile |
| Jonathan Ashcroft | Ashcroft Wealth | 62 | I | Cardiff | ️Y | 1 | View Profile |
| Harry Robinson | Harry Robinson Wealth Management | 52 | R | Cardiff | N | 2 | View Profile |
| Ed Peach | Niche | 40 | I | Cardiff | ️Y | 3 | View Profile |
| John Solosy | Solosy Wealth Management | 39 | R | Cardiff | N | 1 | View Profile |
| Scott Smith | Imperial Chartered | 34 | I | Cardiff | ️Y | 3 | View Profile |
| Andrew Varley | Andrew Varley Financial Planning | 28 | R | Cardiff | N | 2 | View Profile |
| Jonathan Chorley | Financial Planning Wales | 24 | I | Cardiff | ️Y | 1 | View Profile |
| Rob Ingram | Robert Ingram Wealth Management | 22 | R | Cardiff | N | 2 | View Profile |
| Andrew Goman | Hartley Ross | 22 | I | Cardiff | N | 1 | View Profile |
| Richard Hill | Hill & Co Financial Advisers | 17 | R | Cardiff | N | 1 | View Profile |
| Suzanne Ward | Bloom Financial Planning | 15 | R | Cardiff | N | 1 | View Profile |
| Paul Phillips | Mollam Wealth Management | 13 | R | Cardiff | ️Y | 1 | View Profile |
| David Parry | Officium Private Wealth | 11 | I | Cardiff | N | 1 | View Profile |
| Nick Smith | AFH Wealth Management | 10 | I | Cardiff | N | 1 | View Profile |
| Laurence Murphy | O'Sullivan Financial Planning | 92 | I | Carmarthen | ️Y | 5+ | View Profile |
| Rhys Young | Affinity Financial Management | 67 | I | Carmarthen | N | 1 | View Profile |
| Dr Josh Lewis | IAM Financial | 51 | R | Chepstow | N | 4 | View Profile |
| Simon Williams | Ellis Bates Financial Advisers | 22 | I | Chepstow | ️Y | 1 | View Profile |
| Paul Boulton | Boulton Financial Services | 126 | I | Conwy | N | 2 | View Profile |
| Richard Jones | R J Financial Planning | 148 | R | Crymych | N | 2 | View Profile |
| Richard Lee | Windsor Financial Planning | 59 | I | Cwmbran | ️Y | 1 | View Profile |
| Paul Davies | Hoyl Independent Advisers | 44 | I | Llanelli | ️Y | 3 | View Profile |
| Andrew Williams | AMW Wealth | 12 | R | Llanelli | N | 1 | View Profile |
| Gareth Channon | GCFC | 40 | R | Merthyr Tydfil | N | 3 | View Profile |
| Daniel Ross | Hartley Ross | 86 | I | Monmouth | ️Y | 5+ | View Profile |
| Joanne Ellerby | More Wealth Management | 10 | R | Narberth | N | 1 | View Profile |
| Aled Phillips | Niche | 134 | I | Newport | ️Y | 5+ | View Profile |
| Kelly East | LUNA Financial Planning | 117 | R | Newport | ️Y | 5+ | View Profile |
| Ryan Caisley | Niche | 52 | I | Newport | ️Y | 2 | View Profile |
| James Hawkins | Isca Wealth Management | 45 | I | Newport | N | 4 | View Profile |
| Alistair Cummings | Rogerstone IFA | 45 | I | Newport | ️Y | 1 | View Profile |
| James Baker | Niche | 29 | I | Newport | ️Y | 3 | View Profile |
| Roberto Cervi | Hartley Ross | 19 | I | Newport | N | 1 | View Profile |
| Marcus Rees | Romilly Financial | 131 | I | Penarth | ️Y | 1 | View Profile |
| Dinesh Bharwani | Quilter Financial Advisers | 43 | R | Penarth | ️Y | 2 | View Profile |
| Martin Beazer | Savvy Wealth Management | 185 | I | Pontyclun | ️Y | 5+ | View Profile |
| Stephen Davies | Diligent Wealth Planning | 138 | I | Pontypridd | N | 4 | View Profile |
| Ian Campbell | Ian D Campbell Independent Financial Services | 67 | I | Pontypridd | ️Y | 3 | View Profile |
| Danni Watts-Jones | DWJ Wealth Management | 32 | R | Port Talbot | N | 2 | View Profile |
| Brooke Cameron-James | Abacus Associates | 12 | I | Porth | N | 1 | View Profile |
| Paul Williams | Commodore Finance | 167 | I | Prestatyn | N | 4 | View Profile |
| Matthew Wilson | Atlantic Wealth Consultancy | 87 | R | St Asaph | N | 2 | View Profile |
| Gwilym Lloyd Jones | Beaufort Financial | 32 | I | St Asaph | ️Y | 3 | View Profile |
| Daniel Jones | Atomos | 24 | R | St Asaph | N | 2 | View Profile |
| Lewys Richards | Vital Financial Planning | 120 | I | Swansea | N | 3 | View Profile |
| Dai Rose | Sterling Welsh | 88 | I | Swansea | ️Y | 5+ | View Profile |
| Kath Atkin-Bowdler | Kath Atkin-Bowdler Financial Services | 68 | I | Swansea | N | 3 | View Profile |
| Marshall Sargent | Quilter Financial Advisers | 49 | R | Swansea | ️Y | 3 | View Profile |
| Ed Price | Sterling Rees Wealth Management | 26 | R | Swansea | ️Y | 2 | View Profile |
| Melanie Scott | MJS Financial Services | 38 | I | Vale of Glamorgan | N | 1 | View Profile |
| Tom Parmiter | Harken Financial | 46 | I | Wrexham | ️Y | 3 | View Profile |
| Dan Tudor-Owen | Chester Financial Wealth Management | 12 | I | Wrexham | N | 1 | View Profile |
| KEY |
|---|
| FIRM |
| *: Top Rated Firm (includes trading names of Top Rated Firms), learn more |
| STATUS |
| I: Independent financial adviser |
| R: Restricted financial adviser |
| FEES PUBLISHED |
| N: No, this adviser does not display their fees structure on VouchedFor.co.uk |
| Y: Yes, this adviser does display their fees structure on VouchedFor.co.uk |
