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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.

Directory overview

  • 175 Total businesses
  • 2.8 Average rating
  • 59% With reviews
  • 44% With photos

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  1. 91
    Photo of Anglo-Celtic Financial Consultants Ltd - 11, Waterside Court, 11 Albany St, Newport NP20 5NT, UK

    Anglo-Celtic Financial Consultants Ltd

    ★★★★★ 5 Closed

    “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.”

    Address: 11, Waterside Court, 11 Albany St, Newport NP20 5NT, UK
    Phone: +44 1633 767600
    Website: anglo-celtic.co.uk
  2. 93
    Photo of Nathan Searle, Chartered Financial Planner - 1 Jenkinsville, Penarth CF64 1BD, UK

    Nathan Searle, Chartered Financial Planner

    ★★★★★ 5 Closed

    “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 .”

    Address: 1 Jenkinsville, Penarth CF64 1BD, UK
    Phone: +44 7727 147932
  3. 95

    Mayfair Associates

    ★★★★★ 5 Closed

    “Mayfair Associates helped me to claim my SIPP Pension. Mr. Gavin Duffy explained it all in " Plain English" I would highly recommend this company.”

    Address: Mayfair Associates, 46 Boulevard, Weston-super-Mare BS23 1NF, UK
    Phone: +44 1934 422840
  1. 97

    Lee Seviour Financial Adviser

    ★★★★★ 5 Open

    “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.”

    Address: 28 Uphill Rd S, Uphill, Weston-super-Mare BS23 4SQ, UK
    Phone: +44 7711 564626
  2. 99
    Photo of Melissa Moore Financial Advisor - 19 Boulevard, Weston-super-Mare BS23 1NR, UK

    Melissa Moore Financial Advisor

    ★★★★★ 5 Closed

    “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 !”

    Address: 19 Boulevard, Weston-super-Mare BS23 1NR, UK
    Phone: +44 7799 739625
    Website: f-w-m.co.uk
  3. 100

    Invest Southwest Ltd

    ★★★★★ 5 Closed

    “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.”

    Address: 6 Beaufighter Rd, Weston-super-Mare BS24 7DH, UK
    Phone: +44 1934 310653
    Website: i-financialadviser.com
  1. 106

    Family Finance Ltd

    ★★★★☆ 3.8 Closed

    “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*****”

    Address: 93 Commercial St, Tredegar NP22 3DN, UK
    Phone: +44 1495 717171
    Website: familyfinanceltd.co.uk
  2. 107
    Photo of Moulani Accountancy - 84 Woodville Rd, Cardiff CF24 4ED, UK

    Moulani Accountancy

    ★★★★☆ 4.7 Closed

    “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.”

    Address: 84 Woodville Rd, Cardiff CF24 4ED, UK
    Phone: +44 29 2038 7660
    Website: moulaniaccountancy.co.uk
  3. 109
    Photo of Accounted For LTD (Barry) - 68 High St, Barry CF62 7DU, UK

    Accounted For LTD (Barry)

    ★★★★☆ 4.6 Closed

    “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”

    Address: 68 High St, Barry CF62 7DU, UK
    Phone: +44 29 2049 8800
    Website: accountedforltd.co.uk
  1. 111

    Niche Independent Financial Advisers Ltd

    ★★★★☆ 4.4 Closed

    “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.”

    Address: 5 & 6 Albany St, Newport NP20 5NT, UK
    Phone: +44 1633 859555
    Website: nicheifa.co.uk
  2. 112

    Romilly Financial

    ★★★★☆ 4.4 Closed

    “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!”

    Address: 26 Hickman Rd, Penarth CF64 2AL, UK
    Phone: +44 29 2041 5100
    Website: romillyifa.com
  1. 120
    Photo of Black Horse Limited - St William House, Tresillian Terrace, Cardiff CF10 5BH, UK

    Black Horse Limited

    ★★☆☆☆ 2 Closed

    “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.”

    Address: St William House, Tresillian Terrace, Cardiff CF10 5BH, UK
    Phone: +44 344 824 8888
    Website: blackhorse.co.uk