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Kingsley Wealth Management

(50)

Pensions & Retirement Planning, Inheritance Tax & Estate Planning, Mortgage Advice

“From the very beginning of my home buying journey, my mortgage advisor, Angela, provided an exceptional level of service that far exceeded my expectations. In what can often be a stressful and overwhelming process, Angela was a beacon of clarity, sup...”

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M Raza & Co Accountant Cardiff

(50)

Accounting, Pension Auto Enrolment, Self Assessment

“After my previous accountant shut down his business, I was looking for a new accountant who was local to me, approachable and affordable. I contacted M Raza & Co, and promptly heard back from Mr Wasif. A meeting was setup for the following week, a...”

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Ramsay & White

(50)

Property
Communication
Team

“Ramsey and white have done me quite a few mortgages approx 11 Purchases hopefully completing 5 more in the near future . In addition a further 6 remortgages all in the last year and half . I just feel the need to state my appreciation and love for ...”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Team
Professional
Remortgage

“I am delighted to share my outstanding experience with Premier Financial Solutions during my recent buy-to-let mortgage process. From the very beginning, Premier Financial Solutions demonstrated an unparalleled level of expertise and commitment that ...”

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Thorne Segar

(45)

Wills & Inheritance Tax, Deputyships Court of Protection, Probate & Administration of Estate

“Our first dealings with Thorne Segar were after a close family friend had nominated us as his POA and executor for his estate shortly after his wife had passed away. In the following twelve months we had to make just about every decision a POA and e...”

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RWB Wealth

(32)

Mortgages, Other Services, Protection

“Chris and Geoff at RWB wealth are nothing short of OUTSTANDING. After trawling through countless mortgage brokers I finally found these amazing guys who found us a mortgage - and by that I mean a mortgage for the unmortgageable (or so I thought)! ...”

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Heron House Financial Management

(28)

Financial & Life Planning, Personal Injury, Wealth Management

“We were very lucky our friends recommended this company to us. We looked at four different financial planners before deciding on Chris Jordan. We have been with Chris Jordan and his team at Heron House for 6 years and cannot recommend them highly eno...”

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Harvey Bowes Financial Services

(35)

Team
Communication
Professional

“I want to say thanks a million to Harvey Bowes and special thanks to Keely and mark You've done a brilliant job I was about to lose the house what I was getting Then I came to them and they done it for me with the bright smile on face Such a frie...”

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Hartley Ross

(27)

Pension
Understanding
Advice

“Dan was recommended to me and it has been a pleasure having him help me sort out my rather complicated pension arrangements. Dan has helped make sense of what to do with five separate pensions - and we have now been able to pull together those that c...”

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Young Mortgage and Protection

(16)

Stress
Knowledge
Team

“Firstly, we'd like to give a huge thank you to Paula and her team for their dedication whilst dealing with our mortgage. My husband and I were quite anxious and apprehensive at the beginning of our journey (which I'm sure most people would be) but...”

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Sanctuary Chartered Financial Planners

(21)

Investments, Wills, Mortgages

“We have worked with Gareth and the team at Sanctuary Financial Planning for a number of use. They've helped us with everything from finding the best mortgage renewal rates, porting mortgages, and applying for new mortgages - making the process swi...”

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Ellis Lloyd Jones

(16)

Audit, Capital Gains Tax, Payroll

“Matt's MOTors Newport Limited were highly recommended Ellis Lloyd Jones when we set up our business in 2017. They offer a comprehensive service for your tax affairs. Kara especially is a constant support with a friendly approachable manner whilst re...”

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Walter Hunter & Co

(20)

Annual Accounts, External Audit and Risk Assurance, Payroll, VAT and Management Accounts

“Diverse Cymru have been working with Walter Hunter for a number of years and I can't recommend them enough! Their dedication, expertise, and willingness to go the extra mile have truly impressed. Whenever I need advice or assistance, they're always j...”

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Buzz Financial

(23)

Professional
Expertise
Team

“Phil Sheridan and Stewart Compton form Brookfield Finance have done a superb job with finding us a by-to-let mortgage and home insurance for our two properties, they have managed to save us £1500/ year. We experienced a great service throughout th...”

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Invest Southwest Independent Financial Advisers

(17)

Mortgage Advice, Savings Advice, Investment Advice

“As always Matthew Duncan provided excellent advice that was perfectly tailored for our financial needs both now and for years to come. His personable, friendly manner instantly puts you at ease and he shows a great deal of empathy to ensure that you...”

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Accounted For

(16)

Bespoke Quote Builder

“I would like to share with you the fabulous service AccountedFor LTD I have received over the past 7 years as being a valued client. I've recommended this company to many of my clients as I see Lee and Leanne and there wonderful team the best in t...”

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Gregory Davies Wealth Management

(14)

Pensions, Business, Investments

“I recently had the pleasure of working with Anton for my mortgage needs, and I can't recommend him highly enough. From start to finish, Anton provided exceptional service, making the entire process smooth and stress-free. Anton's knowledge of the ...”

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Ross Mitchell Wealth Management

(26)

Pension
Knowledge
Investments

“We Met Ross after looking on the internet for someone local . We had a short conversation about some of our future financial plans over the phone. Ross immediately put me at ease. Just saying he can help . Ross came to the house and met with myself...”

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Watermark Wealth Management Limited

(18)

Individuals, Business Owners, How Do We Add Value?

“Becoming clients of Mark Woods of Watermark was for us an amazing and fortuitous life event .We were always keen investors but had no clear direction and were just marking time .Our Portfolio was literally scattered in various different files and b...”

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TD Financial

(15)

Pension
Question
Future

“I can definitely recommend TD Financial to anyone who is looking for help & advice with investing their finances for the future. I had a very positive experience over a period of a few months, taking advice & guidance regarding pension investments o...”

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Magenta Financial Planning

(13)

Number

“Anyone looking for sensible financial advice will find it here, but more than that, Magenta offers advice and reassurance when you're making big life decisions that may or may not involve money. They'll help you find a way of achieving the life you w...”

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Anglo-Celtic Financial Consultants

(18)

Mortgage
Property
Insurances

“My wife and I cannot fault any aspect of Anglo-Celtic's service. We had cause for numerous meetings with Roger and his patience and knowledge were faultless on each and every occasion. We bought a new property and switched to a 'Let to Buy' on ou...”

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Future Asset Management

(21)

Mortgage
Questions
Options

“It was a pleasure working with Tim and the team at Future Asset Management, we were able to secure a much better mortgage rate to those available direct to consumers and on comparison sites. It was also much less stressful as they do all the hard wor...”

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Abacus Associates Financial Services

(7)

Financial Planning, Small Business and Self-Employed, Investing and Managing Money

“I met with Lyndsey from Quadrant to review my pensions as I needed a clearer understanding of what I had and what my options were. She was amazing, so knowledgeable and helpful and she explained everything clearly. She gave me some great advice and ...”

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Average Cost	£3628
Minimum cost	£1211
Maximum cost	£10280
Avg Per Hour Rates	£364

Best Financial Advisors in Barri

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Barri area.

Kingsley Wealth Management

M Raza & Co Accountant Cardiff

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

Thorne Segar

RWB Wealth

Heron House Financial Management

Harvey Bowes Financial Services

Hartley Ross

Young Mortgage and Protection

Sanctuary Chartered Financial Planners

Ellis Lloyd Jones

Walter Hunter & Co

Buzz Financial

Invest Southwest Independent Financial Advisers

Accounted For

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Watermark Wealth Management Limited

TD Financial

Magenta Financial Planning

Anglo-Celtic Financial Consultants

Future Asset Management

Abacus Associates Financial Services

Retirement Planning and Investment Management Services in Barri Cost Estimates

Why these companies made our list

Wealth Management Advisors near Barri

Popular in Barri