Best Financial Advisors in Cardiff
The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Cardiff area.
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VAT, Pension Auto Enrolment, Self Assessment
“I have been working with Wasif at M Raza & Co for exactly three years now. Wasif helped me set up my small business during COVID and has guided me through all the tricky accounting requirements ever since. He has specifically helped me navigate regis...”
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Ramsay & White
- Company
- Residential
- Communication
“As a professional in the property industry, we have had the privilege of collaborating Ramsay & White for the past three years, and I can attest to the exceptional quality of their work and the exceptional level of customer service they provide.
R...”
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Premier Financial Solutions - Cardiff Financial Advice
- Business
- Turbulent
- Professional
“I can't rate Andy and the team highly enough. I'm a business owner myself and that along with my mature years meant the thought of securing a re-mortgage was daunting.
Andy and the team were very patient with me as gathering my information wasn't st...”
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RWB Wealth
Investing, Other Services, Protection
“For professional financial advice and solutions, RWB Wealth have changed my life for the better, i would highly recommend this company for anyone or any business who requires financial advice.
A caring, friendly approachable company, who went out ...”
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Hartley Ross
- Sound
- Outcome
- Understanding
“I was recommended the services of Dan Ross from family members who had received advice and implemented recommendations from him previously and were delighted with the service, professionalism and outcomes delivered.
I am pleased to say it was exactl...”
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Sanctuary Chartered Financial Planners
Retirement Planning, Wills, Mortgages
“Gareth handled some complicated financial pension advice for me and and turned the complexity into something easy to understand and made the whole process seamless, They also provided sound advice on mortgages and financial planning offering a total ...”
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Accounted For
Bespoke Quote Builder
“Started using these guys about 4 years ago. They have been really helpful and I had a tax rebate that I was not aware of.
If you have any questions that need answering they are very quick in responding.
I have no problems in giving them 5 stars and...”
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Ross Mitchell Wealth Management
- Consolidation
- Goals
- Knowledge
“I contacted Ross to assist with setting up a private pension with the objective of "getting my ducks in order" before hitting my 40th. Ross is extremely knowledgeable, personal, friendly and an overall pleasure to work with. We openly discussed my fu...”
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TD Financial
- Information
- Question
- Future
“Outstanding! Ashley is extremely knowledgeable in his field and was able to advise exceptionally on a wide range of issues including DB & DC pension arrangements, annual and lifetime allowances, as well as general retirement and cashflow planning. As...”
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Moulani Accountancy
- Film
“Moulani accountancy have been dealing with my business finances for 2 years and by far they're the best firm I dealt with. Five starts for efficiency, availability to discuss queries, providing advice and information in a lay-terms and more important...”
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Rockwealth Cardiff Financial Adviser
- Team
- Understanding
- Retirement
“We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.”
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Amg Wealth Solutions
- Team
“Gary was fantastic to deal with throughout the process of buying our first home. Everything we needed to know, he knew! Always on the end of the phone and easy to talk to.”
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Millfield Wealth Management
- Account
- Employment
- Confidence
“Jodie Powling has been my financial advisor for around 4 years now and I couldn't recommend her any more highly. Jodie provides sound advice, explains complicated topics clearly and is always available when I need to speak with her. Covid was obvious...”
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Morris Paley Wealth Management
Wealth Management, Protection, Financial Planning
“Great experience and financial advice from Craig and the team, for many years. Pensions, life insurance and beyond.”
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Williams Ross
Back, Back, 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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Carlson Wealth Management
“Steve initially helped me out by evaluating and resolving some pension issues that I was concerned with. I thought I wasn't paying in enough and Steve showed me, through his analysis, that my pot was big enough. He helped me reinvest it in a better s...”
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Muir Neil
Professional Connections, Auto Enrolment, Financial Advice
“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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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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JWA Financial Planning
“Used them the first time when my wife and I bought our first house 5 years ago. Jamie himself dealt with that and had a good service. Decided when our mortgage fixed rate was coming to an end to use them again. This time Jamie's brother Rob dealt wi...”
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My Cardiff Accountant
“Williams Lester have looked after my company accounts and self-assessment, including rental income, for 5 years or more now. They are always prompt in completing the accounts and I feel that they have our best interest at heart and are good value. A ...”
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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
- Remortgaging
- Professional
- House
“Emma has once again been fantastic assisting us with our mortgage for our new home. She made the process incredibly stress free and was always available to answer questions, and must have set a record for the quickest mortgage application before the...”
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Whiteoak Morris - Insolvency Practitioner Cardiff
- Liquidation
“Excellent Insolvency Practitioner, understands the commercial needs of business whilst having a thorough and detailed knowledge of all compliance and regulatory aspects. I would recommend Chris to anyone looking to restructure or seek advice on thei...”
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Robert Ingram Wealth Management
- Expert
- Sound
- Financial Advice
“Rob's advice in relation to my retirement planning has been exceptional and professional. His use of cash flow modelling has made my retirement plans really clear and given me confidence that I can achieve my aims. I would have no hesitation in recom...”
Retirement Planning and Investment Management Services in Cardiff Cost Estimates
Why these companies made our list
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