Financial security 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! :)”

“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 highly recommend Hamed at Eden Hawk Financial Solutions, he made the mortgage part of our process super easy & had so much patience in explaining and making sure we understood every step. We can’t recommend Hamed or the Eden Hawk team enough. Thank you”

“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.”

“I would definitely recommend Deri! Very professional service, he helped explain the process of a Will to me and answered all of my questions, and his service was very quick too - writing my Will was done within the week! Thank you very much Deri for all of your help.”

“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.”

“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.”

“One of the best solicitor in Southall. All my cases were successful.He advised me really well in my lease matter. He is very professionalVery honest and hard working people. They treat your case as if it’s their own personal problem 1”

“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”

“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.”

“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.”

“Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.”

“I have recommended Anglo-Celtic to multiple people as they (Roger in particular) got me 2 fantastic mortgage deals. I'm going to be looking to them for any future mortgage or buy-to-let activity for sure. Super friendly staff, super helpful. Great service.”

“Kelly was so helpful and reassuring. Dealing with finances can be very stressful and I felt at complete ease”

“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 .”

“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 !”