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Chris Eames IFA

(12)

Buy to Let
Mortgage

“Chris was professional from the moment we first made contact with him. Not only that he would often check in to see how things are going. Chris took the hardest and most stressful part away from us and turned it into the easiest part of purchasing ou...”

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M Raza & Co Accountant Cardiff

(50)

Self Assessment, Accounting, VAT

“I have been using the company since 2013, specifically with Mr Raza and his son Wasif who both are very friendly and nice people to work with. The service is excellent and the advice and information I have been given is really good. Wasif is very lik...”

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Kingsley Wealth Management

(50)

Mortgage Advice, Pensions & Retirement Planning, Personal Insurance

“I am very pleased with the service he has provided. He is very approachable, has a clarity of thought, listens well, is extremely efficient and I'm sure, makes good investments! The fees are reasonable and it is reassuring to know that he will check ...”

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Ramsay & White

(50)

Team
Property
Company

“This is the second time that we have worked with Chris from Ramsay and White and he is always such a pleasure to work with. Chris is incredibly patient and always helps with any queries you may have. I can always trust that Chris will do his best to ...”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Remortgage
Team
Business

“The finance World is filled to the brim with charlatans. Andy is a genuinely honest and knowledgeable man, who will look after you. Wealth management, mortgage whatever you need go and see him and his team you won't be disappointed. Michelin starred ...”

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RWB Wealth

(32)

Protection, Mortgages, Investing

“I've been using RWB wealth for a few different financial reason over the last year or so. With each of these reasons I am met with a brilliant adviser and peace of mind that whatever they suggest, is the best option for me. Highly recommend.”

FAQs

Where can I meet you?

We are happy to meet with you at your home, in our office, in a coffee shop or wherever suits you. If you prefer, we can also conduct meetings via phone, email or zoom.

How do I access your services?

We are happy to meet with you to discuss what services we offer and to determine whether our services are right for you. There is no obligation to take our services after our initial meeting.

What is financial planning / What is a financial plan?

Financial planning is a detailed analysis of your personal circumstances and financial affairs. The financial planning process should be conducted by a qualified financial advisor who will explain in depth what is financial planning and what is a financial plan personal to you and your circumstances. RWB wealth management in Cardiff strive to be the best financial advisers Cardiff can offer and we promise to advise you on what is the most appropriate for you and your family.

More information can also be found on the FAQ page of our website.

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Heron House Financial Management

(28)

Wealth Management, Financial & Life Planning, Inheritance Tax & Estate Planning

“My family have been clients of Heron house for many years and they have always offered an excellent service. As far as my parents are concerned, the initial and ongoing advice they have received has been invaluable and most successful in planning fo...”

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Harvey Bowes Financial Services

(35)

Professional
Team
Number

“I have used other mortgage brokers in the past but after Harvey Bowes were recommended to me I found their advice & service to be accurate, responsive & professional. I couldn't ask for more. I will definitely be working with them again. Paul Davies...”

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Hartley Ross

(27)

Advice
Pension
Sound

“Hartley Ross provided sound financial advice when I was looking to consolidate my pensions due to a change in my working circumstances. Their advice was clear and they fully explained the options available and then the best financial option for ...”

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Young Mortgage and Protection

(16)

Team
Stress
Home

“Truly the most helpful people! purchasing a home during Covid wasn't plain sailing but Paula made the process as stress free as possible. Thank you for everything!”

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Sanctuary Chartered Financial Planners

(21)

Mortgages, Investments, Retirement Planning

“D2 has been working with Sanctuary for 4/5 years and the relationships they have with lenders has enabled us to grow at the rate we have. Gareth and Clare are fantastic and would highly recommend them.”

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Walter Hunter & Co

(20)

Payroll, VAT and Management Accounts, Annual Accounts, Taxation

“Although we have only been working with Jonathan and his team for a year we have found them to be very professional, accommodating and proactive. We would highly recommend this firm to businesses looking for a new accountant.”

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Ellis Lloyd Jones

(16)

Tax Planning, Accounting, Audit

“Have provided an excellent service to our family business for over a decade. Would not hesitate to recommend to anyone looking for accountancy services.”

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Buzz Financial

(23)

Team
Professional
Communication

“Tony Comport was extremely helpful and efficient and during my re-mortgaging process took much of the burden from my shoulders. This was especially welcome as my case was somewhat complicated. I would highly recommend him and his colleagues at Br...”

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Invest Southwest Independent Financial Advisers

(17)

Savings Advice, Mortgage Advice, Investment Advice

“My wife and I were really needing some help and advice with our finances and protection needs. After spending time with Matt, he fully understood our needs, gave us several options and facilitated the changes we needed to make. We are more than happy...”

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Accounted For

(16)

Bespoke Quote Builder

“We have been using accounted for since 2008 and the service they provide is outstanding, I would highly recommend them. We just get on with our everyday business activities and leave all the paperwork to accounted for”

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Gregory Davies Wealth Management

(14)

Investments, Pensions, Insurance

“Dealt with Anton, could not recommend enough. Anton was down to earth and helped me find a great deal even with my employment issues with being a contractor where other mortgage advisers just closed the door on me. Anton kept me up to date regularly ...”

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Ross Mitchell Wealth Management

(26)

Investments
Pension
Consolidation

“Our neighbour recommended Ross, as I wanted to consolidate my trail of company pensions. Ross explains everything clearly and patiently, and lets you make your own choices without being pushy. I would happily recommend Ross, he's friendly and approch...”

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TD Financial

(15)

Future
Pension
Information

“Very pleased with the expertise provided by TD Financial LTD. Ashley is extremely professional and dedicates his time to explain how our financial objectives will be achieved.”

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Anglo-Celtic Financial Consultants

(18)

Property
Mortgage
Insurances

“After being recommended Anglo - celtic from a close friend, Roger was able to find us a fantastic remortgage deal. Both he and Zoey were available and always highly responsive to our emails over the course of our mortgage switch over. I would highly ...”

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Abacus Associates Financial Services

(7)

Investing and Managing Money, Financial Planning, Family Matters

“Lindsey and the team came highly recommended and they have certainly lived up to their reputation with their clear and professional advice and service. I would definitely pass on that recommendation. Positive Responsiveness, Professionalism”

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Niche Private Clients

(2)

Ethical Investing, Financial Planning, Additional Services

“Very professionally assuring, with straightforward explanations.”

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Six Q Financial Planning

(10)

Company
Financial Markets
Financial Advisor

“I have dealt with Andrew Cole of Six Q for a long time and trust him implicitly. His advice has been invaluable to me over the time he has been helping me. The financial world is a hard one to navigate I find, but Andrew explains matters clearly an...”

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Moulani Accountancy

(10)

Film

“I have been using Moulani Accountancy for many years and can honestly say that they are the best accountants Ive used in over 10 years of business. They are very friendly, professional , knowledgable and Mohammed is always available for advice or to ...”

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Average Cost	£3603
Minimum cost	£1202
Maximum cost	£10207
Avg Per Hour Rates	£362

Best Financial Advisors in Aberdare

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Aberdare area.

Chris Eames IFA

M Raza & Co Accountant Cardiff

Kingsley Wealth Management

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Heron House Financial Management

Harvey Bowes Financial Services

Hartley Ross

Young Mortgage and Protection

Sanctuary Chartered Financial Planners

Walter Hunter & Co

Ellis Lloyd Jones

Buzz Financial

Invest Southwest Independent Financial Advisers

Accounted For

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

TD Financial

Anglo-Celtic Financial Consultants

Abacus Associates Financial Services

Niche Private Clients

Six Q Financial Planning

Moulani Accountancy

Retirement Planning and Investment Management Services in Aberdare Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aberdare

Popular in Aberdare