Directory overview
- 175 Total businesses
- 2.8 Average rating
- 59% With reviews
- 44% With photos
175 results found
Browse retirement planning services in Cardiff. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 175 results in Cardiff. Average rating 2.8/5 based on 2,306 reviews & ratings.
“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.”
“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 .”
“Excellent 1st class accountancy”
“Mayfair Associates helped me to claim my SIPP Pension. Mr. Gavin Duffy explained it all in " Plain English" I would highly recommend this company.”
“Very professional service and is able to share his knowledge so that anyone can understand mortgages, even if you have no knowledge on them at all. If you’re a first time buyer, you’ve come to the right place.”
“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 !”
“Matthew has been looking after my pension for many years, enhancing its potential. I have hit some difficult times over the past few years and his financial advice has been invaluable and extremely informative, keeping me positive and enthusiastic for the future. I really appreciate the extra mile he goes patiently explaining the facts and his opinions, often using pen to paper and diagrams, I have learnt so much, not just about my situation but also the financial world we all live in; my path always seems so much clearer after our conversations. I 100% recommend and trust.”
“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”
“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 cannot thank Paul enough for all the financial advice that I have received from him over the years. A true professional and someone I trust wholeheartedly.”
“Always amazing customer service been with them years. I have all my products within the year less interest easy payments. In trouble they're there to help! Amazing company and customer service A*****”
“I would happily recommend these local accountants in the Cardiff area. Many years of experience. They are a fully qualified ACCA firm and very established. A wizz with accounts preparation, Sole trader tax returns, Ltd company accounts and VAT. Not to mention lovely people as well. I have known the owner for 2 years now and he is always happy to stop and offer a helping hand and supportive accounts and tax advice as required.”
“Martin Williams has been Very professional and easy to talk to while dealing with our life insurance highly recommended.”
“I speak very highly of these family run Accountants. Nothing is too much for them and it is like speaking/joking with one of your friends. We are not a business or indeed we don’t have much money; but they take the stress away knowing your tax forms etc. etc. are taken care of. It’s as easy as that! Christine Jones”
“Niche Private Clients have been looking after my affairs since 2020. They are highly skilled and qualified and have taken care of me with the utmost professionalism. Niche have excellent relationships with Discretionary Fund Managers and other professionals, which means that advice, returns and general guidance are of high quality. However, their USP is accessibility in that their financial advisors are only ever a phone call, e mail or WhatsApp message away.”
“This firm is amazing. I was looked after by Marcus Rees and Katy O'Brien when I was looking for a mortgage. They took the pain out of a very challenging application process. They always got back to me when they said they would, were professional and reassuring even when Katy was having to work from home owing to Covid. Thank you!”
“Lovely family run accountants. Very pleasant experience. Will definitely recommend to everyone.”
“Really good company, recommended”
“Our company has been using Watts Gregory for our staff wages for a year now. Up to now, they have been very helpful and answer all queries very quickly. They have never let us down. Highly recommended.”
“Love credit union, I can have loan and save the same time, highly recommend to friends and family”
“I have dealt with Paul on a professional level. Very nice guy and I hope to work with him in the future again.”
“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”
“I had a very good experience with Black Horse Finance. Although it took a long time to receive my refund from the dealership. They maintained a continuous high level of professionalism throughout the process. I was very upset and emotional at times and they directed me calmly and considerately and gave me support throughout. I am very grateful to each person I spoke to, every single one was as I have described above. Thank you I would not have been able to do it without them thank you.”