Tax consultant in Cardiff

“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.”

“Very professional and helpful service from David, Zena and all the team. I can highly recommend.”

“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.”

“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”

“RH Jeffs & Rowe have been helping me with both my business and personal accounting needs for over 6 years now, and I cannot recommend them highly enough. They are always on top of filing deadlines, ensuring that both my business accounts and personal tax returns are submitted accurately and on time, every time. What impresses me most is their responsiveness - whenever I have a query, no matter how complex or simple, I always receive a helpful and timely response. They genuinely care about understanding their customer's needs, which makes all the difference when dealing with financial matters.”

“Martin Williams has been Very professional and easy to talk to while dealing with our life insurance highly recommended.”

“Very pleased with the professional service provided by my advisor at Chase de Vere.”

“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.”

“George is one of the most friendliest people I have worked with. Just from employing him as my accountant he has connected me with his local network where I regularly get business. He is a great example of how an established local accountant can better the national firms in many ways.”

“Great service and very knowledgeable. Helped me when I was overwhelmed”

“Excellent company with extremely helpful staff”

“5/5 stars. Anthony really goes the extra mile for his clients. Thank you for all your help over the years.”

“John Solosy and his team have helped us manage our finances since we returned to live in the UK and their support has been outstanding. We can highly recommend Solosy Wealth Management.”

“My partner and I took some financial advice from the guys at Wise and they managed to save us thousands of pounds! We are putting it all towards our retirement. 100% recommend Chris and the team!”