Retirement planning services in Cardiff

“Walpole Dunn have been a real pleasure to work with. They are competent, quick to respond, and ultimately leave us feeling like we are in very good hands. Highly recommended.”

“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.”

“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”

“I've used Ross Mitchell Wealth Management for both my life insurance and pension and couldn't be happier with the service provided. Ross is professional, friendly and explains the processes clearly and easily with no pressure to complete quickly which was very reassuring. I wouldn't hesitate using him again and will be recommending to our friends and family.”

“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.”

“This review is primarily based on the service received by Nathan Cardy. On hearing the news that I would be being made redundant, my head was spinning as to the best way forward with my pension planning. Nathan came to the site of my work and took a few details from me. Immediately I felt I was in good hands. As I don't live local to Penguin Wealth, I have had a couple of Zoom meetings with Nathan, who advised me to combine my pensions which Penguin have taken care of for me. I have found Nathan to be extremely personable, friendly and professional, as are all the staff I have had connection with at Penguin Wealth. I highly recommend Nathan should you require any professional advice with your financial planning. Thanks to Nathan and the team at Penguin Wealth for reducing my stress levels!”

“Gavin has been an absolute pleasure to deal with while receiving some financial advice on pensions and investments for both myself and my son. He was transparent about all aspects and provided sound advice without upselling! I will be returning in the future as and when required!”

“The Local Accountant have been doing my Business accounts for 13 years now. They offer a quality service to the business ,completed to our deadlines and at a very reasonable cost. I personally have never had any cause to complain about any aspects of the service received , as it's always been exemplary . I would thoroughly recommend them to any Business”

“Paula Young is very helpful, kept me up to date through the whole process of purchasing the house. I will recommend her services to future buyers. She is a good person as well and she really care about you, and never give up, even if the things look hopeless. Thank you for everything, for your professionalism.”

“For the past 17 years, I have relied on guidance from the Abram Partnership. Ken consistently provides highly informed financial planning advice. I am pleased to recommend their services to anyone seeking reliable financial advice.”

“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.”

“As a business client of Hillmans Chartered Accountants for four years, I have been very happy with the level of technical and financial /tax support I have received from Steve Hillman and his friendly, professional and supportive team”

“Knowledgeable friendly staff, great service. Insurance, pensions, protection and investments.”

“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!”