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.

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Directory overview

  • 362 Total businesses
  • 4.7 Average rating
  • 63% With reviews
  • 45% With photos
  • 23 Highly rated
  • 49 Open on weekends

Rating distribution

How many businesses fall in each rating band (rated only).

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  1. 34
    Photo of Financial Planning Wales Ltd - 62 Cathedral Rd, Pontcanna, Cardiff CF11 9LL, UK

    Financial Planning Wales Ltd

    ★★★★★ 5 (4 Reviews) Closed

    “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 Rd, Pontcanna, Cardiff CF11 9LL, UK
    Phone: +44 29 2064 1188
  2. 35
    Photo of JWA Financial Planning - Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, UK

    JWA Financial Planning

    ★★★★★ 4.8 (5 Reviews) Closed

    “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.”

    Address: Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, UK
    Phone: +44 29 2045 9446
    Website: jwafp.com
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  1. 39
    Photo of Melissa Moore Financial Advisor - 19 Boulevard, Weston-super-Mare BS23 1NR, UK

    Melissa Moore Financial Advisor

    ★★★★★ 5 (2 Reviews) Closed

    “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, UK
    Phone: +44 7799 739625
    Website: f-w-m.co.uk
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  1. 41

    Financial Solutions Unlimited

    ★★★★★ 5 (1 Reviews) Closed

    “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.”

    Address: 1 Wyndham St, Bridgend CF31 1EF, UK
    Phone: +44 1656 664048
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  1. 48

    Romilly Financial

    ★★★★☆ 4.4 (9 Reviews) Closed

    “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!”

    Address: 26 Hickman Rd, Penarth CF64 2AL, UK
    Phone: +44 29 2041 5100
    Website: romillyifa.com
  2. 50

    Lee Seviour Financial Adviser

    ★★★★★ 5 (1 Reviews) Open

    “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.”

    Address: 28 Uphill Rd S, Uphill, Weston-super-Mare BS23 4SQ, UK
    Phone: +44 7711 564626
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  1. 51

    Niche Independent Financial Advisers Ltd

    ★★★★☆ 4.4 (5 Reviews) Closed

    “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.”

    Address: 5 & 6 Albany St, Newport NP20 5NT, UK
    Phone: +44 1633 859555
    Website: nicheifa.co.uk
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Frequently asked questions

Answers generated from the current directory data.

How many financial advisor are there in Cardiff?

We list 362 financial advisor in Cardiff.

What is the average rating of financial advisor in Cardiff?

The average rating is 4.7, based on 6,087 reviews.

How many are open on weekends?

49 work on weekends.