91
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92
“Excellent customer service and understanding of requirements, can highly recommend Innovia Wealth Management.”
Address: 13 Clarendon Road, Pen-y-lan, Cardiff CF23 9JD, United Kingdom
Phone: +44 121 733 6610
Website: partnership.sjp.co.uk
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93
“Burley Fox have been so helpful helping me navigate the pension settlement process following my dad's passing (their client). I live overseas and Isobel the Operations Manager has gone above and beyond to help answer my questions and contacting the pension provider on my behalf.”
Address: 20 Cathedral Road, Pontcanna, Cardiff CF11 9LJ, United Kingdom
Phone: +44 29 2167 9770
Website: burleyfox.com
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94
“Great service from Hill & Co who I’ve been using for a number of years and have recommended them to mates - always clear and wouldn’t go anywhere else”
Address: 2 Kingsway, Cardiff CF10 3FD, United Kingdom
Phone: +44 29 2105 6000
Website: hillandcofa.co.uk
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95
“One of my friends recommended Dave Hayman who has advised on our finances. Dave is very knowledgable and explained everything very clearly. Can highly recommend.”
Address: 21 Penlline Road, Cardiff CF14 2AA, United Kingdom
Phone: +44 29 2062 0777
Website: hwdfinancial.co.uk
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96
“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”
Address: 370 Cyncoed Road, Cardiff CF23 6SA, United Kingdom
Phone: +44 29 2002 3333
Website: mulberrywealth.co.uk
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97
Address: 4 Bessemer Road, Cardiff CF11 8BA, United Kingdom
Phone: +44 29 2022 8971
Website: foxfinancialmanagement.co.uk
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98
“My partner and I took some financial advice from the guys at Wise and they managed to save us thousands of pounds! We are putting it all towards our retirement. 100% recommend Chris and the team!”
Address: 2 Kingsway, Cardiff CF10 3FD, United Kingdom
Phone: +44 7807 818616
Website: wisewealthmanagementltd.co.uk
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99
“Kelly was so helpful and reassuring. Dealing with finances can be very stressful and I felt at complete ease”
Address: 16 Lower Wyndham Terrace, Risca, Newport NP11 6QQ, United Kingdom
Phone: +44 7957 555006
Website: lunafinancial.co.uk
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100
Address: 2 Fitzalan Road, Cardiff CF24 0EB, United Kingdom
Phone: +44 29 2032 9065
Website: archytas-strategic.com
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101
“We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended”
Address: 107 Stow Hill, Newport NP20 4ED, United Kingdom
Phone: +44 1633 246246
Website: sweetlandassociates.co.uk
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102
“In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.”
Address: 62 Cathedral Road, Pontcanna, Cardiff CF11 9LL, United Kingdom
Phone: +44 29 2064 1188
Website: financialplanningwales.co.uk
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103
“I having nothing but praise for this company . Matt, is diligent and responsive when required Management of finances is a ‘scary world’ AMG have taken this worry away from me Excellent company”
Address: 7 Heol-Y-Deri, Cardiff CF14 6HA, United Kingdom
Phone: +44 29 2061 6066
Website: amgwealthsolutions.co.uk
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104
“Extremely helpful & useful advice from Lindsey, and didn't charge me a penny either. I can't recommend this company highly enough. Very professional.”
Address: 115a Park Crescent, Barry CF62 6HE, United Kingdom
Phone: +44 29 2081 4045
Website: quadrantifa.co.uk
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105
“Melissa has been a massive help to us with providing detailed information on a variety of financial products and options. There has always been transparency with financial updates and she has been easy to work with. Would highly recommend !”
Address: 19 Boulevard, Weston-super-mare BS23 1NR, United Kingdom
Phone: +44 7799 739625
Website: f-w-m.co.uk
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106
“Very pleased with the professional service provided by my advisor at Chase de Vere.”
Address: 2 Pierhead Street, Cardiff CF10 4DQ, United Kingdom
Phone: +44 345 609 2002
Website: chasedevere.co.uk
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107
“Great experience and financial advice from Craig and the team, for many years. Pensions, life insurance and beyond.”
Address: Cathedral Road, Cardiff CF11 9HA, United Kingdom
Phone: +44 29 2078 6444
Website: morrispaleywealth.com
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108
Address: 6 Cathedral Road, Pontcanna, Cardiff CF11 9LJ, United Kingdom
Phone: +44 29 2064 7611
Website: gdfmconsulting.com
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109
“Straightforward, honest and helpful advice from Arron. Excellent service and friendly team. Highly recommended”
Address: Saint Mellons, Cardiff CF3 0LT, United Kingdom
Phone: +44 29 2054 6544
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110
“The best IFA broker around - they will work tirelessly to sell your business and get you the best price.”
Address: Malthouse Avenue, Pontprennau, Cardiff CF23 8RU, United Kingdom
Phone: +44 333 555 6000
Website: tomorrow-ifa.co.uk
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111
Address: Mulberry Drive, Pontprennau, Cardiff CF23 8RS, United Kingdom
Phone: +44 29 2073 6644
Website: maskellmoss.co.uk
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112
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113
“Amazin service dean went above and beyond for us to help us get best mortgage and the best deal for us I would definitely highly recommend to anyone”
Address: Moy Road, Taff's Well, Cardiff CF15 7QR, United Kingdom
Phone: +44 29 2039 5056
Website: pictonjonesifa.co.uk
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114
“First class service. I totally appreciate all of first options help and effort in solving my pension issues. Friendly, helpful and a passion for getting the right results. I am not the brightest button in the box when it comes to dealing with my investments and i made a huge blunder, when i eventually plucked up the courage to seek advice, as id been taken into a corner pants pulled down and my backside smacked by a different company. First options eased my mind and sorted out my bad mistake and all my moneys were repaid. I have instructed first options to deal with my finances in the future and i now feel that i can sleep at night. Thank you for a great swrvice.”
Address: 55 Merthyr Road, Cardiff CF15 7LG, United Kingdom
Phone: +44 29 2081 1532
Website: firstoption4u.co.uk
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115
“Gareth is very well informed and helped me enormously with working out my monthly income on retirement. His professional advice and wisdom was invaluable. Would highly recommend.”
Address: 2 Ty-Nant Court, Morganstown, Cardiff CF15 8LW, United Kingdom
Phone: +44 345 250 8420
Website: blackstonepartners.com
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116
“Professional, personable and knowledgeable - a pleasure to deal with.”
Address: Llantrisant Road, Pontyclun CF72 8NG, United Kingdom
Phone: +44 29 2130 3888
Website: est-group.co.uk
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117
“Highly efficient and knowledgeable. This firm has advised me since 2008 and I am happy to recommend them.”
Address: Groes-faen, Pontyclun CF72 8NG, United Kingdom
Phone: +44 29 2089 2395
Website: cliftonnash.co.uk
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118
Address: 105a Talbot Road, Talbot Green, Pontyclun CF72 8AE, United Kingdom
Phone: +44 1443 222255
Website: glamorganfinancial.com
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119
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120
“Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.”
Address: 35 Bridge Street, Newport NP20 4BH, United Kingdom
Phone: +44 1633 840000
Website: kymin.co.uk
