Financial.consulting in Cardiff

“Brilliant service, friendly staff, Rylan has been very helpful. would recommend”

“Their services are very satisfying and fast. Good behaviour also. I liked it.”

“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.”

“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.”

“Very Professional, great advice”

“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 .”

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

“Some months ago now, my sister and I needed some support relating to our mother's affairs. We got fantastic advice and things became so much clearer. Fully recommend”

“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 !”

“Extremely helpful & useful advice from Lindsey, and didn't charge me a penny either. I can't recommend this company highly enough. Very professional.”

“I would highly recommend Lewys, Charlotte and the team, for their knowledge, professionalism and always quick response time to any questions asked of them. I have already recommended them to a number of family members, and will continue to do so. They have removed much of the stress of retirement planning, and I am confident that my financial future is in safe hands.”

“I have just purchased my 3rd home and have used Rachel at JWA for my mortgage advice for all three. The service is fantastic and everything is explained very well. I always receive regular updates and queries are always dealt with quickly. I would highly recommend Rachel to anyone.”

“Superb customer service from Danielle Thomas year after year. A pleasure to deal with! Thank you”

“I am so pleased I changed to Cross Accounting. I am really appreciative of the professionalism, advice and support this firm is providing me with.”