Financial advisor in Cardiff

“I cannot recommend Ian at CA Mortgage Services enough. Always very thorough when looking for mortgage deals. Ian explains everything very clearly and is always very upfront and honest with the best deals around. We’ve been with Ian for several years and he always keeps an eye on the rates incase we can get a better deal. Highly recommended. We wouldn’t go anywhere else now. We used to sort our own mortgage deals but never again - Ian is fantastic and makes it so easy. Many thanks for all of your support.”

“Louise was amazing! We have a little issues with our booking and she worked really hard tp fix it. Can not thank her enough, she worked so hard to make sure everything was put right. Thank you so much for being so helpful and friendly!”

“Joanne provided an extremely professional and high standard of service during my re-mortgage. she could not do enough and constantly updated me with progress throughout and ensured everything was done right first time. highly recommend.”

“I have had the pleasure of working with Optima Accountants for many years and can confidently say they are extremely professional and reliable. The firm places a strong emphasis on integrity and customer service. I would highly recommend them!”

“Gavin has been an absolute pleasure to deal with while receiving some financial advice on pensions and investments for both myself and my son. He was transparent about all aspects and provided sound advice without upselling! I will be returning in the future as and when required!”

“The Local Accountant have been doing my Business accounts for 13 years now. They offer a quality service to the business ,completed to our deadlines and at a very reasonable cost. I personally have never had any cause to complain about any aspects of the service received , as it's always been exemplary . I would thoroughly recommend them to any Business”

“I arrived at the Cwmbran store when it opened and I was met and dealt with by a customer service rep called Brooke. Admittedly I’d arrived on behalf of another member of the family to finalise and pay for the cruise. However, my family member hadn’t progressed as far in the planning as they’d thought. Brooke was very patient with me and was soon able to pull all of our requirements together so I could get away as I had limited time. Very happy with the service received.”

“I recently booked a holiday through Hannalee Lewis and couldn’t be more grateful for her help. As it was my first solo trip, her understanding and expertise were absolutely invaluable, she made the whole process feel easy and stress free. Her kindness and patience really helped calm my nerves, and thanks to her incredible attention to detail, everything on my trip ran smoothly from start to finish. I had such a wonderful trip thanks to her, and I would book with Hannalee again. I’d wholeheartedly recommend her to anyone planning a getaway!!”

“Used Tui Rumney for all my holidays Kerry Jenkins is amazing, I've been traveling and used different agents for years.. Kerry is by far the best, another great Holiday booked by Kerry this year to Dubai,, Thanks so much Kerry see you soon Mike..”

“I have had the pleasure of utilizing the services of HMS Limited on four occasions now, and I must say that my experience with them has been nothing short of amazing. If you are in the market for a mortgage or remortgage, I highly recommend this company. From the very first interaction with their team, I was impressed by their professionalism, knowledge, and dedication to helping me find the best mortgage options tailored to my needs. The staff at HMS Limited are not only extremely competent but also very friendly and approachable, making the entire process smooth and stress-free. Throughout each transaction, they demonstrated a deep understanding of the mortgage industry and guided me through every step, ensuring that I was well-informed and comfortable with the decisions I was making. Their attention to detail and commitment to customer satisfaction truly set them apart. Moreover, the rates and terms they were able to secure for me were highly competitive, saving me both time and money in the long run. I felt confident and supported throughout the entire process, thanks to the expertise and excellent customer service provided by HMS Limited. In conclusion, if you are looking for a reliable, trustworthy, and efficient company to assist you with your mortgage or remortgage needs, I wholeheartedly recommend HMS Limited. Their exceptional service and personalized approach make them stand out in the industry, and I will not hesitate to work with them again in the future.”

“Tax Assist are in many ways nothing like your average accountants. They are highly professional, yet personable, welcoming and friendly. I have recently set up a new business and I cannot fault the support and service I have received. John and his team are always willing to give their time for training and advice for no extra fee. Knowing they are always on hand to help has been a massive bonus and I couldn't have bought this business without them. Thank you Tax Assist!”

“Booked a holiday with Aimee, she was really helpful and friendly would definitely book with her again.”

“I've used several travel agencies, and this one is by far the best. Nothing was too much trouble for the staff; they were patient with my (excessive) demands and very helpful in suggesting several destinations I hadn't even considered. Plus, the store was clean and bright. I really enjoyed my city break. Thanks, guys!”

“Seamount Accountancy have looked after my accounts for the last 5 years. They take the stress out of doing my accounts. I love their friendly approach as they really get to know the person, not just the numbers and they provide a very efficient and professional service. I wouldn't be without them. Highly recommended.”

“I highly recommend Maximus Accountants, have been using their services for a few years and never had any problems. The staff are knowledgeable and friendly, always happy to help and attend to your needs. Great value for money and go above and beyond to keep their clients happy. Many thanks for all your support!”

“I've used Ross Mitchell Wealth Management for both my life insurance and pension and couldn't be happier with the service provided. Ross is professional, friendly and explains the processes clearly and easily with no pressure to complete quickly which was very reassuring. I wouldn't hesitate using him again and will be recommending to our friends and family.”

“I recently worked with Dan at Hartley Ross to set up an investment platform and establish an effective investment strategy. Dan handled everything, from setting up the platform to making the initial investments, making the process seamless and stress-free for me. He was incredibly clear in his communication, quick to respond to my questions, and made me feel very confident in the decisions we were making together. I highly recommend Dan and Hartley Ross to anyone looking for a knowledgeable and trustworthy financial advisor.”

“This review is primarily based on the service received by Nathan Cardy. On hearing the news that I would be being made redundant, my head was spinning as to the best way forward with my pension planning. Nathan came to the site of my work and took a few details from me. Immediately I felt I was in good hands. As I don't live local to Penguin Wealth, I have had a couple of Zoom meetings with Nathan, who advised me to combine my pensions which Penguin have taken care of for me. I have found Nathan to be extremely personable, friendly and professional, as are all the staff I have had connection with at Penguin Wealth. I highly recommend Nathan should you require any professional advice with your financial planning. Thanks to Nathan and the team at Penguin Wealth for reducing my stress levels!”

“For the past 17 years, I have relied on guidance from the Abram Partnership. Ken consistently provides highly informed financial planning advice. I am pleased to recommend their services to anyone seeking reliable financial advice.”

“Jeremy was recommended to us and we wouldn’t hesitate to do the same. He is extremely knowledgeable and his advice was clear and thoughtful. We would definitely use him again for any future house moves.”

“Greg has been processing my accounts for some years now and has always been quick, efficient and very competitively priced. I would highly recommend him to anyone looking for this kind of service.”

“I’ve had the pleasure of working with Kurt and the team at Carston ETL for a few years, and I can’t recommend them highly enough. They are consistently professional and approachable. No matter how small the query, they make themselves readily available with expert advice and support. Their guidance was invaluable when I took the leap into freelancing and started my own business, and I am incredibly grateful for their assistance throughout that journey.”

“Llewellyns (namely Sarah) has helped our shop a lot. They have kept our accounts in order. Completed everything in a timely manner and any questions we needed to ask, Sarah would always find the answer. I would highly recommend as their prices are very competitive.”

“Paula Young is very helpful, kept me up to date through the whole process of purchasing the house. I will recommend her services to future buyers. She is a good person as well and she really care about you, and never give up, even if the things look hopeless. Thank you for everything, for your professionalism.”