Best Financial Advisors in Bridgend

“Magenta have been an excellent choice for us, providing very helpful guidance and advice after taking time to get to know us and tailor their recommendations to who we are. They definitely provide a personal service both in terms of their always help...”

“Me and my partner were first time buyers needing mortgage advice. Tim at Future Asset Management made what could have been a confusing process seem clear and easy. Tim kept in regular contact with both me and my partner and provided us both with e...”

“Huw Davies is an Independant Financial Adviser providing information and assistance on many monetary issues including Investments, pensions and Life assurance, inheritance tax, Mortages and all aspects of property finance.”

“We are a firm of enthusiastic financial planners, based in South Wales, who are simply passionate about what we do. With many years' experience, our clients are at the centre of every part of the process. Listening attentively, understanding what is ...”

“Jon gives us great service awesome company awesome adviser”

“We can provide bespoke financial plans for your business, designed specifically to grow and develop over time, taking into account your circumstances and needs.”

“Our team has grown steadily to meet demand and to ensure we are able to continue to maintain the high standards our clients have become used to, as well as deal with the increasing number of new enquiries that come mainly by referrals from existing c...”

““Danni has been our financial rock for 25 years. We cannot overstress what assistance she has given to us, not only with the fantastic performance of our invested money, but by the understanding advice she provides whenever required. Danni remains on...”

“Thanks Chris, from start to finish we wouldn't have our lovely new home without your financial advice! Nothing was ever to much although we were in difficult circumstances. So thank you for all your time and effort. We will be recommending you to any...”

“Local Award Winning, Financial and Pension experts, offering free initial consultations on all aspects including Wills and POA's. Highly recommended 😊 …”

“Excellent service. A special thank you to Sue John and Alan Bowers for sorting out what turned out to be an arduous pension sharing order. Positive Professionalism”

“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 ...”

“I have worked with Matthew at Falco for the past year and I have to say I am really pleased with the plan that we have developed together. Falco have been able to help me with my pension, my savings, my business savings and advise on the best means ...”