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151
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152
“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
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153
“Quick, efficient and precise information provided by Marlon who helped me fully understand the package I was receiving all with a friendly tone and customer service to match.”
Address: Caerphilly CF83 1BE, United Kingdom
Phone: +44 7971 050590
Website: trulifemandp.co.uk
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154
“Life insurance was explained throughly, price was great and customer service was fantastic. Highly recommend.”
Address: Stow Hill, Newport NP20 4EA, United Kingdom
Phone: +44 1633 988775
Website: pewtner.co.uk
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155
“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
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156
“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
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157
“Claire's kept me out of trouble for years.”
Address: 12 Cumberland Street, Cardiff CF5 1LT, United Kingdom
Website: loudandclearaccounting.co.uk
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158
“Very friendly, good service and made everything easy to understand.”
Address: 51 The Parade, Cardiff CF24 3AB, United Kingdom
Phone: +44 29 2046 2777
Website: theprgpartnership.com
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159
“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
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160
Address: 3 Clos Elphan, Saint Mellons, Cardiff CF3 2AE, United Kingdom
Phone: +44 29 2079 5424
Website: rogerpearceandassociates.com
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161
“John Solosy and his team have helped us manage our finances since we returned to live in the UK and their support has been outstanding. We can highly recommend Solosy Wealth Management.”
Address: Sherborne Avenue, Cardiff CF23 6SA, United Kingdom
Phone: +44 29 2240 4357
Website: solosywm.co.uk
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162
“The team at Verde are always very friendly, polite and efficient. Their finance knowledge is second to none!”
Address: East Tyndall Street, Cardiff CF24 5EZ, United Kingdom
Phone: +44 29 2240 3445
Website: gsverde.finance
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163
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164
“Steve is thoroughly professional, well informed and he has taken care to listen to our needs. We have appreciated the careful explanation he has given of his very helpful suggestions. We would have no hesitation in recommending his excellent work.”
Address: Malthouse Avenue, Cardiff CF23 8RU, United Kingdom
Phone: +44 29 2060 6299
Website: carlsonwealthmanagement.co.uk
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165
“Fantastic service.staff very helpful. Always got the right information.”
Address: Pascal Close, Saint Mellons, Cardiff CF3 0LW, United Kingdom
Phone: +44 29 2083 7900
Website: quantumadvisory.co.uk
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166
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167
“Excellent customer service and understanding of requirements, can highly recommend Innovia Wealth Management.”
Address: 13 Clarendon Road, Pen-y-lan, Cardiff CF23 9JD, United Kingdom
Phone: +44 121 733 6610
Website: partnership.sjp.co.uk
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168
“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
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169
“One of my friends recommended Dave Hayman who has advised on our finances. Dave is very knowledgable and explained everything very clearly. Can highly recommend.”
Address: 21 Penlline Road, Cardiff CF14 2AA, United Kingdom
Phone: +44 29 2062 0777
Website: hwdfinancial.co.uk
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170
“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”
Address: 370 Cyncoed Road, Cardiff CF23 6SA, United Kingdom
Phone: +44 29 2002 3333
Website: mulberrywealth.co.uk
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171
“My partner and I took some financial advice from the guys at Wise and they managed to save us thousands of pounds! We are putting it all towards our retirement. 100% recommend Chris and the team!”
Address: 2 Kingsway, Cardiff CF10 3FD, United Kingdom
Phone: +44 7807 818616
Website: wisewealthmanagementltd.co.uk
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172
Address: 2 Fitzalan Road, Cardiff CF24 0EB, United Kingdom
Phone: +44 29 2032 9065
Website: archytas-strategic.com
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173
“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
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174
“I having nothing but praise for this company . Matt, is diligent and responsive when required Management of finances is a ‘scary world’ AMG have taken this worry away from me Excellent company”
Address: 7 Heol-Y-Deri, Cardiff CF14 6HA, United Kingdom
Phone: +44 29 2061 6066
Website: amgwealthsolutions.co.uk
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175
“Very pleased with the professional service provided by my advisor at Chase de Vere.”
Address: 2 Pierhead Street, Cardiff CF10 4DQ, United Kingdom
Phone: +44 345 609 2002
Website: chasedevere.co.uk
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176
“Great experience and financial advice from Craig and the team, for many years. Pensions, life insurance and beyond.”
Address: Cathedral Road, Cardiff CF11 9HA, United Kingdom
Phone: +44 29 2078 6444
Website: morrispaleywealth.com
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177
“The best IFA broker around - they will work tirelessly to sell your business and get you the best price.”
Address: Malthouse Avenue, Pontprennau, Cardiff CF23 8RU, United Kingdom
Phone: +44 333 555 6000
Website: tomorrow-ifa.co.uk
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178
Address: Mulberry Drive, Pontprennau, Cardiff CF23 8RS, United Kingdom
Phone: +44 29 2073 6644
Website: maskellmoss.co.uk
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179
“Great accountancy services please get in touch - I am bias of course :)”
Address: Unit 16 Lamby Way, Rumney, Cardiff CF3 2EQ, United Kingdom
Phone: +44 29 2036 3786
Website: insight-accountancy.com
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180
“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
“Very quick at getting back to me, really knowledgeable, helpful and cheery. Even during lockdown!”