Financial advisor in Cardiff

408 results found

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  1. 152

    The Business Protection Company

    ★★★★★ 5
    Closed

    “Phil offers excellent advice and a great choice of business assurance and insurance products at The Business Protection Company in South Wales. Highly recommend having a chat with Phil about how you can protect your business, life or family.”

    Address: Caerphilly CF83 3GG, United Kingdom

    Phone: +44 29 2167 5222

  1. 155

    KIS Finance

    ★★★★★ 5
    Open

    “I called KIS finance for advice on purchasing a property at auction for the first time. The advisor was really friendly and spent time explaining the process. Although I did not get the house, I will definitely be using this firm next time I spot a potential purchase.”

    Address: 33 Talbot Road, Talbot Green, Pontyclun CF72 8AD, United Kingdom

    Phone: +44 800 644 6555

    Website: kisbridgingloans.co.uk

  2. 156

    Gregory Davies Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: Van Road, Caerphilly CF83 3GG, United Kingdom

    Phone: +44 29 2267 7184

    Website: gdwealth.co.uk

  1. 159

    Harry Robinson Wealth Management

    ★★★★★ 5
    Closed

    “Harry Robinson has looked after my finances for the last few years. During this time I have changed careers, got married and had children. Harry has always been on hand to offer advice and create a cash flow plan bespoke to my life circumstances to ensure that my family are financially secure now, and in years to come. On a personal note, Harry is kind and empathetic and can explain the complexities of financial investments in a way that gives me confidence and is easy to understand. I would definitely recommend Harry’s services to friends and family.”

    Address: Cardiff CF10 3DQ, United Kingdom

    Phone: +44 7989 526750

  1. 168

    Burley Fox

    ★★★★★ 5
    Closed

    “Burley Fox have been so helpful helping me navigate the pension settlement process following my dad's passing (their client). I live overseas and Isobel the Operations Manager has gone above and beyond to help answer my questions and contacting the pension provider on my behalf.”

    Address: 20 Cathedral Road, Pontcanna, Cardiff CF11 9LJ, United Kingdom

    Phone: +44 29 2167 9770

    Website: burleyfox.com

  1. 173

    Sweetland Associates Ltd

    ★★★★★ 5
    Closed

    “We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended”

    Address: 107 Stow Hill, Newport NP20 4ED, United Kingdom

    Phone: +44 1633 246246

    Website: sweetlandassociates.co.uk

  1. 180

    First Option

    ★★★★★ 5
    Closed

    “First class service. I totally appreciate all of first options help and effort in solving my pension issues. Friendly, helpful and a passion for getting the right results. I am not the brightest button in the box when it comes to dealing with my investments and i made a huge blunder, when i eventually plucked up the courage to seek advice, as id been taken into a corner pants pulled down and my backside smacked by a different company. First options eased my mind and sorted out my bad mistake and all my moneys were repaid. I have instructed first options to deal with my finances in the future and i now feel that i can sleep at night. Thank you for a great swrvice.”

    Address: 55 Merthyr Road, Cardiff CF15 7LG, United Kingdom

    Phone: +44 29 2081 1532

    Website: firstoption4u.co.uk