Best Financial Advisors in Cardiff
Handpicked from 48 vetted & reviewed Financial Planning & Wealth Management firms in the Cardiff area, explore the top 5 standout choices among the selected group of 24 finalists.
View Profile
“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.”
View Profile
Premier Financial Solutions - Cardiff Financial Advice
- Family
- Stress
- Options
“I can't recommend Andy highly enough for the work and service he has provided.
Andy goes the extra mile and his communication throughout was second to none. Andy would provide updates and chase other parties (solicitors/estate agents) unprompted a...”
View Profile
M Raza & Co Accountant Cardiff
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...”
View Profile
Hutton's Law
Crime & Regulatory, Business & Property, Wills, Probate & Wealth Management
“My thanks to all at Huttons Law for a positive result, resolving a complicated issue. I have dealt with several firms over the years so I have experience of the good, the bad and the ugly.
I would highly recommend Huttons Law, professional, efficie...”
View Profile
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 ...”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
Hartley Ross
- Decisions
- Family
- Options
“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...”
View Profile
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 ...”
View Profile
Accounted For
Bespoke Quote Builder
“As a very small business owner, they were happy to meet me and provide the right level of service that I needed, in a knowledgeable, friendly and down to earth fashion. A forward thinking accountants fit for 21st century business.”
View Profile
Penguin Wealth Planners
- Team
- Investment
- Pensions
“My wife and I have entrusted our personal investment strategies and estate planning to Penguin since the inception of the company in 2010.
We cannot fault the service we have received with all aspects of our financial planning requirements. The resp...”
View Profile
Ross Mitchell Wealth Management
- Financial Planning
- Family
- Investments
“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...”
View Profile
Lowndes Halsden & Partners Limited
Pensions, Gas & Electricity, Mortgages
“Popped into Lowndes Halsden Cardiff office in Birchgrove (after reading several good reviews online) and one of the nice ladies booked me in for an appointment. I haven't got much money and I just wanted to make sure what I had was safe and in the be...”
View Profile
TD Financial
- Future
- Pension
“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...”
View Profile
Johns Jones & Lo
Starting Out in Business?, Struggling With Your Tax Return?
“Whatever your needs, we can help. Johns Jones & Lo is a firm of Chartered Accountants based in Llanishen, Cardiff and Caerphilly offering accounts, taxation and business advisory and support services to a wide range of businesses and individuals.”
View Profile
Abram Partnership
Protection, Tax Planning, Mortgage & General Insurance
“Chris has been excellent, helping me re-energize my pension savings and put the correct protections in place . I'm now happily recommending Chis to anyone that will listen.”
View Profile
Moulani Accountancy
“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...”
View Profile
EST Group
Wealth Management, HR, Commercial Finance
“An extremely professional company to deal with. Lovely attitude and approachable people.
Would definitely recommend”
View Profile
Millfield Wealth Management
- Confidence
- Feel
- Advice
“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...”
View Profile
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.”
View Profile
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....”
View Profile
Amg Wealth Solutions
“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...”
View Profile
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...”
View Profile
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 ...”
View Profile
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 ...”
View Profile
Nugenis Financial Planning Limited
How We Work, Financial Planning
“We will determine the asset allocation of your portfolio, considering which global markets you might be invested in and what proportions you hold in shares, bonds and other assets. We also listen to any specific investment choices that you wish to ma...”
Retirement Planning and Investment Management Services in Cardiff Cost Estimates
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?