The 30 Best Financial service in Cardiff

“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.”

“Alex has consistently made my life a lot easier with his insurance packages. Great communicator and extremely competitive while making sure you get the right good quality insurance in place, and not some dog awful policy which bites you on the ar** when it comes to a claim!”

“I had the pleasure of working with Scott Ablett as my insurance broker, and I must say, he exceeded all expectations! Throughout the process, Scott demonstrated an exceptional level of professionalism and expertise. He took the time to thoroughly understand my insurance needs and provided tailored solutions that perfectly matched my requirements. His dedication to delivering outstanding customer service was evident in every interaction, as he promptly responded to my inquiries and kept me informed throughout the process. Highly recommended.”

“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 !!!”

“I cannot recommend Ian at CA Mortgage Services enough. Always very thorough when looking for mortgage deals. Ian explains everything very clearly and is always very upfront and honest with the best deals around. We’ve been with Ian for several years and he always keeps an eye on the rates incase we can get a better deal. Highly recommended. We wouldn’t go anywhere else now. We used to sort our own mortgage deals but never again - Ian is fantastic and makes it so easy. Many thanks for all of your support.”

“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”

“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.”

“Neil Soundy Financial Services were recommended to me by a family member and I had the pleasure of speaking to Jake over the phone today regarding my mortgage options as a first time buyer. Jake was friendly, professional and showed a genuine interest in understanding my current situation. He was quickly able to outline the options that were realistically available to me and explained these very well. Further, he offered some very practical and down-to-earth advice on how to improve my mortgage prospects. I will not hesitate to contact him in future when the time is right for me. Thanks again Jake! Padric”

“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.”

“Amazing assistance yesterday from Jolene! I was really worried about bringing in my mother's old and broken jewellery, especially as I didn't know if it was really gold or silver, but I needn't have been. Jolene immediately put me at ease, explained everything as she went along and was extremely warm and friendly throughout. Great service!! Thank you.”

“As a business with varied insurance needs, Town & Country have always provided us with excellent and competitive insurance services. Inevitable claims have been handled with prompt and professional help and assisted us over many years. Can recommend thoroughly.”

“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”

“I’m still in awe that an agency like this exists. My one year tenancy within a property managed by CF24 has just come to an end, and my experience throughout this has been nothing short of 5 stars. From the beginning of the process, to the final move-out arrangements, and any blips in the meantime, Aki and Chelsea have continued to go above and beyond to help me out and ensure they did everything in their power to make my time in the property comfortable. Their response rate to any query is incredible, and I felt assured that they were there to represent my interests, as well as that of the landlord. Aki cares a huge amount about the tenants he manages, and continuously surprised me with his willingness to go the extra mile to help any request / concern I had. If you ever get a chance to live in a property managed by this company, I highly recommend it. I’ve lived in a lot of rented places, and never experienced anything even remotely close to this before. Thank you.”

“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.”

“A pleasure to renew my car insurance, house insurance as ever with the friendly service. Richard and the team always go the extra mile to get the best quote and no ‘call centre’ or on line nonsense to navigate! Conveniently situated on the local high street and highly recommended.”

“Great service staff lovely .always do helpful .I have been with credit union for 25yrs eould highly recommended yhem”