Financial consulting in Cardiff

509 results found

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  1. 32

    RockWealth Cardiff IFA

    ★★★★★ 5
    Closed

    “We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.”

    Address: 2 Fitzalan Road, Cardiff CF24 0EB, United Kingdom

    Phone: +44 29 2105 1410

    Website: cardiff-ifa.co.uk

  2. 33

    Financial Planning Wales Ltd

    ★★★★★ 5
    Closed

    “In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.”

    Address: 62 Cathedral Road, Pontcanna, Cardiff CF11 9LL, United Kingdom

    Phone: +44 29 2064 1188

    Website: financialplanningwales.co.uk

  1. 35

    Melissa Moore Financial Advisor

    ★★★★★ 5
    Closed

    “Melissa has been a massive help to us with providing detailed information on a variety of financial products and options. There has always been transparency with financial updates and she has been easy to work with. Would highly recommend !”

    Address: 19 Boulevard, Weston-super-mare BS23 1NR, United Kingdom

    Phone: +44 7799 739625

    Website: f-w-m.co.uk

  1. 50

    Lee Seviour Financial Adviser

    ★★★★★ 5
    Closed

    “Very professional service and is able to share his knowledge so that anyone can understand mortgages, even if you have no knowledge on them at all. If you’re a first time buyer, you’ve come to the right place.”

    Address: 28 Uphill Road South, Uphill, Weston-super-mare BS23 4SQ, United Kingdom

    Phone: +44 7711 564626

  1. 54

    Sabre Financial Services LTD

    ★★★★★ 5
    Closed

    “I couldn't possibly recommend Emily Cull from Cornerstone Finance any higher. The effort, passion and tenacity she's put in to my case has been astonishing and I genuinely couldn't thank her enough. The objectives she's overcome have been amazing and I'll forever be grateful. Goes above and beyond at any opportunity. Finally a person that gets the job done :) Brace yourself for future recommendations from me. Thank you Em!”

    Address: 4 Beech Tree Close, Radyr, Cardiff CF15 8RZ, United Kingdom

    Phone: +44 7792 260572

    Website: sabrefinancialservicesltd.co.uk

  1. 55

    Lifestyle Financial Advice

    ★★★★★ 5
    Closed

    “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!”

    Address: 99 Talbot Road, Talbot Green, Pontyclun CF72 8AE, United Kingdom

    Phone: +44 1443 222299

    Website: lifestylefinancialadvice.com

  1. 60

    Plutus Consultancy Ltd

    ★★★★★ 5
    Closed

    “I would highly recommend Plutus Consultancy. They helped me on a last minute personal tax issue. Their fees were more than reasonable with an upfront quote meaning no nasty surprises. They were easy to contact, fast and efficient. They now look after all of my tax affairs and have helped out some of my friends and family.”

    Address: Caerphilly CF83 3GG, United Kingdom

    Phone: +44 29 2267 7185

    Website: plutus-consultancy.co.uk