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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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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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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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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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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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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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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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Pure Wealth Management

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Nugenis Financial Planning

How We Work, Financial Planning

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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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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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Mulberry Wealth Management

(1)

“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”

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Cardiff Mortgage Centre

(1)

“Fantastic service from start to finish Thanks again to colin Morgan. Positive Quality, Professionalism, Value”

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Carpenter John Financial Services

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Aevitas

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Huw Davies Independent Financial Adviser

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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

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Magenta Financial Planning

Gcfc : Financial Advisors

Gwyn-May Financial Advisors

Thomas Carroll Group PLC

Medical & Professional Investment

Amg Wealth Solutions

Carlson Wealth Management

Muir Neil

Millfield Wealth Management

Pure Wealth Management

Nugenis Financial Planning

Thomas Davies Financial Planning

Higginson Mortgage Services

Mulberry Wealth Management

Cardiff Mortgage Centre

Carpenter John Financial Services

Aevitas

Huw Davies Independent Financial Adviser

Retirement Planning and Investment Management Services in Aberdare Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aberdare

Popular in Aberdare