Directory overview
- 362 Total businesses
- 4.7 Average rating
- 63% With reviews
- 45% With photos
- 23 Highly rated
- 49 Open on weekends
362 results found
Browse financial advisor in Cardiff. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 362 results in Cardiff. Average rating 4.7/5 based on 6,087 reviews & ratings.
How many businesses fall in each rating band (rated only).
“Some months ago now, my sister and I needed some support relating to our mother's affairs. We got fantastic advice and things became so much clearer. Fully recommend”
“Fantastic speedy service at short notice. Very knowledgeable and good to do business with a local businessman Thank you once again Craig”
“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”
“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.”
“I have just purchased my 3rd home and have used Rachel at JWA for my mortgage advice for all three. The service is fantastic and everything is explained very well. I always receive regular updates and queries are always dealt with quickly. I would highly recommend Rachel to anyone.”
“The team at Zest are a pleasure to work with and have been looking after our accounts and payroll for over 3 years now. They are very helpful, professional and great communicators. Highly recommended.”
“Excellent service. Sharon is professional and prompt and really knows her stuff. She has given us lots of tips and has gone over and above in the service provided. Sharon is also a pleasure to deal with.”
“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 !”
“I have used Financial Solutions Unlimited for the past 4 years and I can honestly say that the team eased my stresses and concerns from day one. The team are friendly, honest and completely professional and because of their commitment to my case and the results they deliver, I know I will be a customer of theirs for life. I highly recommend this business to anyone looking for mortgage, remortgage or loan.”
“Straightforward, honest and helpful advice from Arron. Excellent service and friendly team. Highly recommended”
“Very Professional, great advice”
“This firm is amazing. I was looked after by Marcus Rees and Katy O'Brien when I was looking for a mortgage. They took the pain out of a very challenging application process. They always got back to me when they said they would, were professional and reassuring even when Katy was having to work from home owing to Covid. Thank you!”
“Very professional service and is able to share his knowledge so that anyone can understand mortgages, even if you have no knowledge on them at all. If you’re a first time buyer, you’ve come to the right place.”
“Niche Private Clients have been looking after my affairs since 2020. They are highly skilled and qualified and have taken care of me with the utmost professionalism. Niche have excellent relationships with Discretionary Fund Managers and other professionals, which means that advice, returns and general guidance are of high quality. However, their USP is accessibility in that their financial advisors are only ever a phone call, e mail or WhatsApp message away.”
Answers generated from the current directory data.