Financial advisor in Cardiff

“I've had great experience working with Raza and Co for over 2 decades. The entire team is friendly, efficient, and highly professional. A special thanks to Wasif, whose expert advice and clear communication have been incredibly helpful. Their attention to detail and proactive approach make managing finances much easier. Highly recommended!”

“Have been with them for nearly 4 years now. Great service, friendly staff, great communication. Highly recommended. Always helpful, and go over and beyond in ensuring all requirements and matters are dealt with. Buhir is amazing and always helpful, approachable and professional. Always given me great advices. Great work.”

“Outstanding service from Sam! An absolute pleasure to work with. As a first time buyer, Sam supported me to understand everything from start to finish. I was very anxious at the start however Sam kept things simple, fun and easy for me understand. Nothing was too much trouble. Sam’s communication was second to none and I absolutely recommend anyone to contact The Money Partnership for their Mortgage needs. They made it easy, quick and worry free. Sam, Geraint, Dave and Rhiannon’s kindness was overwhelming! The interaction felt personal (& not like another business transaction) and I cannot thank the team enough for helping us through the mortgage process! A** service and A** people. I will 100% be recommending The Money Partnership to family and friends.”

“As the CTO of StackTiger Ltd, a company focused on cutting-edge digital solutions, it’s crucial to have accountants who not only keep us compliant but also help us grow strategically. Green & Co in Cwmbran have been outstanding in this regard. They’ve supported us through R&D tax claims, financial planning, and everything in between. Their team truly understands the unique needs of technology firms like ours. Working with them has given us peace of mind and the freedom to focus on what we do best - building innovative digital products.”

“Phil took ownership of my application from the start, thoroughly explaining every step of the process and anticipating my questions. He was recommended to me not only for his knowledge and experience but also his open and honest communication. After being stuck in one too many meetings with estate agents' in-house mortgage brokers, Phil's transparency and down-to-earth style was truly a breath of fresh air. He took care to take as much of the tedium out mortgage application, making it as clear and painless as possible, so I'd definitely recommend his services, to anyone new to this process.”

“Rhys has been amazing with my remortgage application. It’s been a really swift process hassle free. Rhys has kept me updated through out and has been extremely prompt with completing documentation and sending documents over to myself. Rhys has responded to any queries regardless of it being outside of working hours. Rhys made this process much easier and less hassle then my initial mortgage application with an alternative company and I felt like I was much more informed about this application thanks to Rhys. 5 star service. Rhys was great with helping me with recommendations for solicitors and surveyors. An all round great service.”

“Chris is a very approachable and personable man. I would highly recommend his services. We have used him now for years. Initially we had no understanding of the service he provided but he explained it very simply and made the process so straight forward and did all the work for us. We have continued to renew our mortgage through Chris and it has been so easy, with Chris explaining all our options.”

“Jac from VOS Accounting is great! He is thorough, explains everything incredibly clearly & is always the first to offer advise on my businesses finances. Cannot recommend VOS & Jac enough. Thanks Jac!”

“Amazing fast and friendly service. A fantastic team and great communication, only a phone call away during my mortgage application. Excited to be moving forward with my financial planning. Thank you Chris, Tom Geoff and all of the RWB team.”

“I have been a customer of T D Financial for a number of years both while employed and now in retirement. My IFA is Ashley Burge, who, I find offers excellent advice and has been extremely helpful in setting up my finances as I transitioned from employment to retirement. Ashley is always easy to contact and quick to respond to any questions that I have concerning my investments and general financial queries.”

“I have used Accounted For Ltd for 7 years. They offer a great service for my business. Both Leann and Lee and their team are very approachable and offer a good value professional accounting service. They are always happy to help. I highly recommend Accounted For Ltd.”

“A wonderful place, with wonderful people, that did so much to help my Mum practically, socially and emotionally after her diagnosis with cancer.”

“I was recommended Heron House by many of my own clients and I am glad I took their advice. It gives me peace of mind that experts are looking after my future finances. I find them communicative, responsive and clear. Worthy of a five star review.”

“I have recommended Anglo-Celtic to multiple people as they (Roger in particular) got me 2 fantastic mortgage deals. I'm going to be looking to them for any future mortgage or buy-to-let activity for sure. Super friendly staff, super helpful. Great service.”

“Puneet is a very experienced and friendly mortgage advisor. Being a first time buyer, I was having lot of questions but he was helpful at every stage. I would recommend him to my family and friends.”

“I am so pleased I changed to Cross Accounting. I am really appreciative of the professionalism, advice and support this firm is providing me with.”

“Extremely helpful & useful advice from Lindsey, and didn't charge me a penny either. I can't recommend this company highly enough. Very professional.”

“During the process of purchasing our home ,we have had amazing support and guidance from Owain at Lifestyle Financial Advice and I can’t recommend them highly enough. From start to finish, they were professional, responsive, and incredibly knowledgeable about the mortgage process. They took the time to explain every option available, helping us choose the right loan for us. What impressed me the most was their dedication to making the process as smooth as possible. They were always available to answer questions, whether via phone or email, and they consistently provided updates, so we never felt out of the loop. The level of customer service we received was exceptional. They were patient, thorough, and genuinely cared about my experience, ensuring I felt confident and comfortable every step of the way. Thanks to their hard work, I closed on time and without any hiccups. If you’re looking for a mortgage broker who is knowledgeable, trustworthy, and committed to getting you the best deal possible, I highly recommend Lifestyle Financial Advice They made what can be a stressful process feel easy and straightforward, and I’m grateful for their support throughout the journey. Five stars!”

“As always, considered timely, knowledgeable and responsive service which instills complete trust . Highly recommend Matthew o Falco Financial Planning”

“I have been with HSJ for quite a few years now and Leanne Owens and her team are just amazing. I am especially grateful to Leanne for taking the time to explain all the accountancy complexities to me, best wishes Dr Prashant”

“I would highly recommend Lewys, Charlotte and the team, for their knowledge, professionalism and always quick response time to any questions asked of them. I have already recommended them to a number of family members, and will continue to do so. They have removed much of the stress of retirement planning, and I am confident that my financial future is in safe hands.”

“I recently useful Nathan for some pensions advice and he was excellent. He gave sound advice and suggested some actions for me to take. As a result I have complete peace of mind over an issue that had been bothering me for a while. His approach is friendly and professional with no hard sell. I will definitely be using him again .”

“I had great results with Lauren Day as my mortgage advisor, and would strongly recommend her to any other first-time buyers!”

“Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.”