Financial consulting in Cardiff

“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.”

“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.”

“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.”

“We never thought we would be able to get a morgage however Andy was able to get us a morgage and get us on the property ladder from the first time we met Andy and continue to use his services over the last 7 years he has been amazing. Highly recommended. Thanks Andy !!!”

“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.”

“We've been really impressed with the service provided by Beewise (and specifically Michelle Perry). She’s been friendly, helpful, and always available to answer questions or resolve any issues that came up. Her advice has been clear and easy to understand, and she’s guided us through every step of the process with patience and care. Michelle not only helped us with the mortgage itself but also gave excellent advice on the additional things we might need to support our application, such as insurances and related details. We’re very happy with the service and would highly recommend her to anyone looking for a knowledgeable and approachable advisor.”

“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.”

“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!”

“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.”

“Tom Benjamin recently arranged my remortgage . Having worked in the property world for 20 years , I have dealt with lots of IFA’s. I found Tom to be one of the very best. Extremely professional offering excellent advice, was always available for updates, and sourced a very good 5 year fixed product. I would highly recommend Tom and his services.”

“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!”

“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.”

“I Just had a shoulder operation with sir Richard Evans and had a fantastic service from start to finish. I Can’t thank Richard Evans enough for everything he has done . Ryan”

“Dan and his team are amazing and work wo hard! Recommend then to anyone.”

“I had great results with Lauren Day as my mortgage advisor, and would strongly recommend her to any other first-time buyers!”

“Puneet is a very experienced and friendly mortgage advisor. Being a first time buyer, I was having lot of questions but he was helpful at every stage. I would recommend him to my family and friends.”

“I cannot fault the service Allen Tomas and Co has provided over the years. Always at pains to ensure that we fully understand the complexities of our portfolio, their prime concern is that we, the customers, are fully informed and that their advice meets our needs. The team have their finger on the button and quickly contact us when we could make beneficial changes. Friendly and approachable, we feel that they have our best interests at heart and that our investments are in safe hands.”

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

“I recently useful Nathan for some pensions advice and he was excellent. He gave sound advice and suggested some actions for me to take. As a result I have complete peace of mind over an issue that had been bothering me for a while. His approach is friendly and professional with no hard sell. I will definitely be using him again .”

“Great service from Hill & Co who I’ve been using for a number of years and have recommended them to mates - always clear and wouldn’t go anywhere else”