Directory overview
- 175 Total businesses
- 2.8 Average rating
- 59% With reviews
- 44% With photos
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1 Sanctuary Financial Planning
“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.”
Address: 5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ, UKPhone: +44 29 2048 2477Website: sanfp.co.uk -
2 First in Mortgages
“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.”
Address: 11, Androvan Court, Hollybush Rd, Cardiff CF23 6TF, UKPhone: +44 29 2140 0771Website: firstinmortgages.co.uk -
3 RWB Wealth Ltd - Financial Advisors Cardiff
“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.”
Address: Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, UKPhone: +44 29 2026 3360Website: rwbwealth.com -
4 Carter Financial Services
“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.”
Address: 198-200 High St, Worle, Weston-super-Mare BS22 6JD, UKPhone: +44 1934 518804Website: ccarter.co.uk -
5 Neil Soundy Financial Services
“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”
Address: 1st Floor, 66 Albany Rd, Cardiff CF24 3RR, UKPhone: +44 29 2115 9466Website: ns-fs.co.uk
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6 Glamorgan Financial Services Ltd
Address: Windsor House, 105a Talbot Rd, Talbot Green, Pontyclun CF72 8AE, UKPhone: +44 1443 222255Website: glamorganfinancial.com -
7 Falco Financial Planning Ltd
“As always, considered timely, knowledgeable and responsive service which instills complete trust . Highly recommend Matthew o Falco Financial Planning”
Address: 1st Floor Graig Offices 53, Eastgate, Cowbridge CF71 7EL, UKPhone: +44 1446 679809Website: falcofinancial.co.uk -
8 FPS UK Financial Services
Address: Ebony House, 19 Charlock Cl, Cardiff CF14 9FF, UKPhone: +44 7711 651702 -
9 D S Howell Financial Services Ltd
“Straightforward, honest and helpful advice from Arron. Excellent service and friendly team. Highly recommended”
Address: 1st Floor, Unit 3B, Columbus House, Cardiff CF15 7NE, UKPhone: +44 29 2054 6544 -
10 RockWealth Cardiff IFA
“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 Rd, Cardiff CF24 0EB, UKPhone: +44 29 2105 1410Website: cardiff-ifa.co.uk
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11 Financial Planning Wales Ltd
“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 Rd, Pontcanna, Cardiff CF11 9LL, UKPhone: +44 29 2064 1188Website: financialplanningwales.co.uk -
12 Chapelwood Financial Planning Limited
Address: Factory Rd, Cordes-sur-Ciel, Newport NP20 5FA, UKPhone: +44 1633 213583Website: chapelwood-financial.co.uk -
13 Kymin Financial Services Limited
“Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.”
Address: 35 Bridge St, Newport NP20 4BH, UKPhone: +44 1633 840000Website: kymin.co.uk -
14 Dragon Financial Planning Ltd
“Very Professional, great advice”
Address: 218 Stow Hill, Newport NP20 4HA, UKPhone: +44 1633 495393Website: dragonfinancialplanning.co.uk -
15 LUNA Financial Planning Ltd
“Kelly was so helpful and reassuring. Dealing with finances can be very stressful and I felt at complete ease”
Address: 16 Lower Wyndham Terrace, Risca, Newport NP11 6QQ, UKPhone: +44 7957 555006Website: lunafinancial.co.uk
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16 Vital Financial Planning
“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.”
Address: 218 Stow Hill, Newport NP20 4HA, UKPhone: +44 1633 919091Website: vitalfp.co.uk -
17 JWA Financial Planning
“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.”
Address: Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, UKPhone: +44 29 2045 9446Website: jwafp.com -
18 Nugenis Financial Planning Limited
Address: 5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS, UKPhone: +44 29 2050 8000Website: nugenisfp.co.uk -
19 Acumen Associate Financial Services Ltd
Address: Acumen Bungalow, 24 Castan Rd, Pontyclun CF72 9EH, UKPhone: +44 800 298 6311Website: acumenafs.com -
20 Diligent Wealth Planning
Address: 32 Gelliwastad Rd, Pontypridd CF37 2BN, UKPhone: +44 1443 486301Website: diligentwealthplanning.com
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22 R S Adviser Support Services Ltd
Address: Windsor Esplanade, Cardiff CF10 5BG, UKWebsite: rsadviserservices.com -
23 Walters Financial Services
Address: 133 Carisbrooke Way, Cardiff CF23 9HU, UKPhone: +44 7830 155627 -
24 My Cardiff Accountant Ltd
Address: 13A Cathedral Rd, Cardiff CF11 9HA, UKPhone: +44 29 2009 2010Website: mycardiffaccountant.co.uk -
25 Financial Life Planning
Address: 12 Greenwood Rd, Cardiff CF5 2QD, UKPhone: +44 29 2021 8888Website: flpsolutions.com
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26 St. James's Place Cardiff
Address: 3rd Floor, 2 Kingsway, Cardiff CF10 3FD, UKPhone: +44 29 2105 6000Website: sjp.co.uk -
27 Charles Stanley Cardiff
Address: 7-8 Park Pl, Cardiff CF10 3DP, UKPhone: +44 29 2167 0330Website: charles-stanley.co.uk -
28 Darren Nathan - Financial Services
Address: Woodville Rd, Cardiff CF24 4ED, UKPhone: +44 29 2020 1240Website: welshmoneywiz.com -
29 Financial Planning Business Ltd
Address: First Floor Office, 5 Station Rd, Radyr, Cardiff CF15 8AA, UKPhone: +44 29 2069 2003Website: fpbmoney.com -
30 Bloom Financial Planning
Address: 3rd Floor, 2 Kingsway, Cardiff CF10 3FD, UKPhone: +44 7763 859920Website: bloomfinancialplanning.co.uk
