Financial consulting in Cardiff

“From start to finish, Stanley offered a brilliant and professional service. We felt very supported and was given regular assurances that the best deal available would be found to match our own personal needs. And true to his word Stanley found us the perfect mortgage deal! Thank you Stanley, we have a house! :)”

“Adam was absolutely brilliant once again! He completed my very first mortgage two years ago and now my very first remortgage. I will continue to recommend him for all my friends. He’s always available and will answer any questions you have within good time.”

“I've had great experience working with Raza and Co for over 2 decades. The entire team is friendly, efficient, and highly professional. A special thanks to Wasif, whose expert advice and clear communication have been incredibly helpful. Their attention to detail and proactive approach make managing finances much easier. Highly recommended!”

“I have been a customer of T D Financial for a number of years both while employed and now in retirement. My IFA is Ashley Burge, who, I find offers excellent advice and has been extremely helpful in setting up my finances as I transitioned from employment to retirement. Ashley is always easy to contact and quick to respond to any questions that I have concerning my investments and general financial queries.”

“Have been with them for nearly 4 years now. Great service, friendly staff, great communication. Highly recommended. Always helpful, and go over and beyond in ensuring all requirements and matters are dealt with. Buhir is amazing and always helpful, approachable and professional. Always given me great advices. Great work.”

“I have used Accounted For Ltd for 7 years. They offer a great service for my business. Both Leann and Lee and their team are very approachable and offer a good value professional accounting service. They are always happy to help. I highly recommend Accounted For Ltd.”

“Jac from VOS Accounting is great! He is thorough, explains everything incredibly clearly & is always the first to offer advise on my businesses finances. Cannot recommend VOS & Jac enough. Thanks Jac!”

“Phil took ownership of my application from the start, thoroughly explaining every step of the process and anticipating my questions. He was recommended to me not only for his knowledge and experience but also his open and honest communication. After being stuck in one too many meetings with estate agents' in-house mortgage brokers, Phil's transparency and down-to-earth style was truly a breath of fresh air. He took care to take as much of the tedium out mortgage application, making it as clear and painless as possible, so I'd definitely recommend his services, to anyone new to this process.”

“Amazing fast and friendly service. A fantastic team and great communication, only a phone call away during my mortgage application. Excited to be moving forward with my financial planning. Thank you Chris, Tom Geoff and all of the RWB team.”

“Rhys has been amazing with my remortgage application. It’s been a really swift process hassle free. Rhys has kept me updated through out and has been extremely prompt with completing documentation and sending documents over to myself. Rhys has responded to any queries regardless of it being outside of working hours. Rhys made this process much easier and less hassle then my initial mortgage application with an alternative company and I felt like I was much more informed about this application thanks to Rhys. 5 star service. Rhys was great with helping me with recommendations for solicitors and surveyors. An all round great service.”

“Outstanding service from Sam! An absolute pleasure to work with. As a first time buyer, Sam supported me to understand everything from start to finish. I was very anxious at the start however Sam kept things simple, fun and easy for me understand. Nothing was too much trouble. Sam’s communication was second to none and I absolutely recommend anyone to contact The Money Partnership for their Mortgage needs. They made it easy, quick and worry free. Sam, Geraint, Dave and Rhiannon’s kindness was overwhelming! The interaction felt personal (& not like another business transaction) and I cannot thank the team enough for helping us through the mortgage process! A** service and A** people. I will 100% be recommending The Money Partnership to family and friends.”

“Chris is a very approachable and personable man. I would highly recommend his services. We have used him now for years. Initially we had no understanding of the service he provided but he explained it very simply and made the process so straight forward and did all the work for us. We have continued to renew our mortgage through Chris and it has been so easy, with Chris explaining all our options.”

“A wonderful place, with wonderful people, that did so much to help my Mum practically, socially and emotionally after her diagnosis with cancer.”

“I was recommended Heron House by many of my own clients and I am glad I took their advice. It gives me peace of mind that experts are looking after my future finances. I find them communicative, responsive and clear. Worthy of a five star review.”

“Fantastic help and service by Tania, who helped and supported me through the purchase of a property. I found the service down to earth, friendly and professional. Highly recommended.”

“Excellent service from Watkin Davies as per usual. I love the way they do all the hard work researching best quotes and provide you with your options. All the staff are very friendly and professional, I have to highlight Ceri who always does a fantastic job for me and my family.”

“During the process of purchasing our home ,we have had amazing support and guidance from Owain at Lifestyle Financial Advice and I can’t recommend them highly enough. From start to finish, they were professional, responsive, and incredibly knowledgeable about the mortgage process. They took the time to explain every option available, helping us choose the right loan for us. What impressed me the most was their dedication to making the process as smooth as possible. They were always available to answer questions, whether via phone or email, and they consistently provided updates, so we never felt out of the loop. The level of customer service we received was exceptional. They were patient, thorough, and genuinely cared about my experience, ensuring I felt confident and comfortable every step of the way. Thanks to their hard work, I closed on time and without any hiccups. If you’re looking for a mortgage broker who is knowledgeable, trustworthy, and committed to getting you the best deal possible, I highly recommend Lifestyle Financial Advice They made what can be a stressful process feel easy and straightforward, and I’m grateful for their support throughout the journey. Five stars!”

“Fantastic speedy service at short notice. Very knowledgeable and good to do business with a local businessman Thank you once again Craig”

“As always, considered timely, knowledgeable and responsive service which instills complete trust . Highly recommend Matthew o Falco Financial Planning”