Financial advisor in Cardiff

“I had the pleasure of working with Scott Ablett as my insurance broker, and I must say, he exceeded all expectations! Throughout the process, Scott demonstrated an exceptional level of professionalism and expertise. He took the time to thoroughly understand my insurance needs and provided tailored solutions that perfectly matched my requirements. His dedication to delivering outstanding customer service was evident in every interaction, as he promptly responded to my inquiries and kept me informed throughout the process. Highly recommended.”

“Ellis Lloyd Jones began working with me in 1999. They take care of me, my business, my rental accounts, plus run a monthly Payroll. Their advise on pensions and investments has been fist class. I value Richard and the teams friendly and professional support. I feel ELJ has my back completely and have no hesitation in recommending their whole service. Thank you all at ELJ.”

“As a business client of Hillmans Chartered Accountants for four years, I have been very happy with the level of technical and financial /tax support I have received from Steve Hillman and his friendly, professional and supportive team”

“I am leaving this review about Rhys Blayney accountancy. I contacted Rhys after moving into the Vale of Glamorgan on the recommendation of a business acquaintance. Rhys has been really helpful providing really useful information really quickly . I have found Rhys straight forward to talk and use his company to do all of my company accounts including monthly payroll and also my personal tax return. It has also been easy to arrange meetings with Rhys when needed”

“Very professional, friendly and knowledgeable organisation. Both Ronan and Anton work effectively and efficiently, providing the best products and services on the market and communicate clearly, so that the whole family understands everything. Highly recommend using Gregory Wealth Management Ltd.”

“Prompt response whenever needed. Very organised. I’m very happy with the service that I received.”

“So happy with the quality of service provided by Chris at David Stock & Co. He was able to respond to queries really quickly and his knowledge was second to none. Saved me a fortune on my remortgage. Would highly recommend to anyone especially first time buyers!”

“Can't recommend Andrew and team highly enough. As someone who finds financial matters extremely complicated, Andrew and Izzy made me feel completely at ease. They were highly efficient, made the whole process absolutely painless, and gave a real sense that they were on hand to help. The support was above and beyond, and I will certainly use their services again.”

“Always available and professional, a pleasure to work with”

“I was personally recommended to go to Lowndes and I found it a breath of fresh air. They spoke to me 'normal' and did not use jargon that just made feel stupid or uncomfortable. They have no sales pressure tactics and allow you go away and think about everything that was discussed. My first meeting was free and my second follow up meeting was too. I wish I had been recommended to Lowndes years ago.”

“We’ve been working with Karra, Jonathan and Jaime for almost 10 years, and they have been exceptional from day one. Nothing is ever too much trouble — they genuinely go the extra mile for us and always make time to help, even at short notice. What really sets them apart is how much they help you understand your business. I like to understand my numbers more than most business owners, and they are always on hand with clear explanations, guidance and support whenever I need it. Professional, reliable and genuinely great people to deal with. Highly recommended.”

“Been with insure for years now can’t even remember when I started ? Always been great service . I I would recommend this company to anybody. Even to the King himself.”

“Great bank. You save whilst you pay your loan so you don’t really notice your saving. Helpful staff and usually contact you the same day if you email them. Would recommend if you need a small loan or want to start saving.”

“Great service and reliable, have been using for the past 4 years.”

“Mark and Steve have been our company accountants and advisors for the last eight years. In that time they, and their team, have proven diligent, reliable and able to assist with corporate strategy too. I would have no problem recommending them.”

“Adam and his team are great, very thorough and make the whole process easy and seamless. We will be using Zest for our R&D tax credits going forward. Highly recommend.”

“Very helpful polite man. Everytime i have contacted him its been a joy and he has helped. Not like some who just cant be bothered... [we all been there right!] But 5 star service and look forward to speaking again. thanks steve.”

“They provide advice and accounting support to my small business in a timely and efficient manner”

“Always professional and helpful. Would certainly recommend.”