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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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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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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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Magenta Financial Planning

(13)

Number

“We have been clients of Magenta for 6/7 years and have always had face to face Annual reviews with Gretchen who along with her team of colleagues have always made us feel welcomed, relaxed and totally reassured of our finances. Magenta offer honest a...”

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Gcfc : Financial Advisors

(5)

Corporate Planning, Investment Planning and Savings, Inheritance Tax Planning

“Fabulous fabulous can't praise Gareth enough had a frustrating 2 years trying to get my money from my pension provider they lied to me and lied to him .He worked his socks off for myself and my wife and it was a pleasure to deal with him , would hav...”

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Gwyn-May Financial Advisors

(3)

“Fantastic speedy service at short notice. Very knowledgeable and good to do business with a local businessman Thank you once again Craig”

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Medical & Professional Investment

(8)

Life and Critical Illness Cover, Life Assurance, Savings

“Mark has been fantastic in helping me to secure my mortgage whereby I completed the purchase of a house recently. He is very knowledgeable and helpful and always available to offer advice as gaining the mortgage was not plain sailing as several obsta...”

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Amg Wealth Solutions

(6)

Team

“We've used AMG for our last few mortgages. Gary has been fantastic with his advice, always on hand to answer questions and a pleasure to deal with. As they take their fees from the lenders it's also completely free. Couldn't recommend them highly en...”

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Thomas Carroll Group PLC

(2)

Business Insurance For Small Businesses, Corporate and International Insurance Risks, Employee Benefits

“A very professional organisation would recommend to any business requiring insurance. Positive Responsiveness, Professionalism”

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Mitchell Associates

(1)

“Excellent company ,always very helpful and good to deal with. If I get any problems they are always available to help me when I phone in. The office staff are nice and friendly and they keep everything running smoothly.”

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Williams Ross

(1)

Back, Compliance, Back

“I have a small business and have used this company for around 15 years. Currently Harriet Kemp deals with all my tax matters and is always knowledgeable, hugely helpful and efficient and has sorted out endless minor issues with providing figures for ...”

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Muir Neil

(1)

Financial Advice, Financial Planning, Professional Connections

“I have relied on Neil Muir and his team for advice and professional services for almost 20 years.They have got me safely and securely to my retirement by being superbly capable and brilliant people. I would recommend this business without hesitation....”

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Millfield Wealth Management

(15)

Confidence
Advice
Account

“Jodie Prowling has been my financial advisor for many years. She is open, honest and trustworthy and has made my life a lot easier. Would highly recommend her services”

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Carlson Wealth Management

(5)

“As we have approached the complications of retirement, Steve Carlson has surpassed our expectations of a financial advisor. Not only is he thoroughly professional, reliable and well informed , he has been patient and concerned that we have a full un...”

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Nugenis Financial Planning

How We Work, Financial Planning

“Nugenis Financial Planning is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coven...”

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Thomas Davies Financial Planning

(16)

Mortgage
The Future
Financial Advisor

“Extremely diligent and professional service. Tom acted promptly, listened to our requirements/queries and was swift with response times and sourcing us a suitable product. We will continue to utilise Tom and his expertise in the future. Thanks Tom.”

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Pure Wealth Management

“Before I met with Pure Wealth I had 4 separate pensions with 3 different providers. I had no idea if my pensions were performing well, if the fees being charged were competitive or if I would have enough money for my retirement. I started my pension ...”

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Higginson Mortgage Services

(13)

House
Property
Remortgaging

“Emma has been our advisor for years and I cannot recommend her enough. With Emma's help and professionalism we finally managed to buy our dream home. Thank you again, we are over the moon.”

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Protego Consult Free Wills & Estate Planning

(3)

“Excellent and informative service”

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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

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Accounted For

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Magenta Financial Planning

Gcfc : Financial Advisors

Gwyn-May Financial Advisors

Medical & Professional Investment

Amg Wealth Solutions

Thomas Carroll Group PLC

Mitchell Associates

Williams Ross

Muir Neil

Millfield Wealth Management

Carlson Wealth Management

Nugenis Financial Planning

Thomas Davies Financial Planning

Pure Wealth Management

Higginson Mortgage Services

Protego Consult Free Wills & Estate Planning

Retirement Planning and Investment Management Services in Aberdare Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aberdare

Popular in Aberdare