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.

Rockwealth Cardiff IFA

Rockwealth Cardiff IFA

(6)
“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.”
Transparent Fees & Pricing
Brunel House, 2 Fitzalan Rd, Cardiff CF24 0EB
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Premier Financial Solutions - Cardiff Financial Advice

Premier Financial Solutions - Cardiff Financial Advice

(50)
  • 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...”
In Business Since 2017
372 North Rd, Cardiff CF14 3PB
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M Raza & Co Accountant Cardiff

M Raza & Co Accountant Cardiff

(50)
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...”
Free Initial Consultation
In Business Since 2017
166 Whitchurch Rd, Cardiff CF14 3NA
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Hutton's Law

Hutton's Law

(10)
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...”
2 Scott Ct, Ocean Way, Cardiff CF24 5HF
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RWB Wealth

RWB Wealth

(32)
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 ...”
Transparent Fees & Pricing
In Business Since 2019
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Best of 2024

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
Hartley Ross

Hartley Ross

(25)
  • 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...”
Transparent Fees & Pricing
In Business Since 2016
15 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Sanctuary Chartered Financial Planners

Sanctuary Chartered Financial Planners

(19)
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 ...”
Free Initial Consultation
5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Accounted For

Accounted For

(13)
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.”
Family Business
River Bridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Penguin Wealth Planners

Penguin Wealth Planners

(14)
  • 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...”
Transparent Fees & Pricing
In Business Since 2010
Penguin House, Raleigh walk, Brigantine Pl, Cardiff CF10 4LN
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(24)
  • 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...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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Lowndes Halsden & Partners Limited

Lowndes Halsden & Partners Limited

(9)
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...”
Holt House, 184-190 Caerphilly Rd, Birchgrove, Cardiff CF14 4NR
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TD Financial

TD Financial

(13)
  • 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...”
James William House, 9 Museum Pl, Cardiff CF10 3BD
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Johns Jones & Lo

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.”
Free Initial Consultation
Transparent Fees & Pricing
16 Lambourne Cres, Llanishen, Cardiff CF14 5GF
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Abram Partnership

Abram Partnership

(7)
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.”
In Business Since 2005
41 Avonridge, Llanishen, Cardiff CF14 9AU
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Moulani Accountancy

Moulani Accountancy

(10)
“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...”
CHARTERED Certified
84 Woodville Rd, Cardiff CF24 4ED
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EST Group

EST Group

(5)
Wealth Management, HR, Commercial Finance
“An extremely professional company to deal with. Lovely attitude and approachable people. Would definitely recommend”
Henstaff Court, Llantrisant Rd, Cardiff CF72 8NG
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Millfield Wealth Management

Millfield Wealth Management

(16)
  • 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...”
In Business Since 2017
23 Heol-Y-Deri, Cardiff CF14 6YF
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Morris Paley Wealth Management

Morris Paley Wealth Management

(1)
Wealth Management, Protection, Financial Planning
“Great experience and financial advice from Craig and the team, for many years. Pensions, life insurance and beyond.”
In Business Since 2016
Temple Court, Cathedral Rd, Cardiff CF11 9HA
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Muir Neil

Muir Neil

(1)
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....”
Cwrt Y Parc, 12 Earlswood Rd, Llanishen, Cardiff CF14 5GH
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Amg Wealth Solutions

Amg Wealth Solutions

(5)
“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...”
7 Heol-Y-Deri, Cardiff CF14 6HA
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Carlson Wealth Management

Carlson Wealth Management

(5)
“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...”
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Williams Ross

Williams Ross

(1)
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 ...”
Ynys Bridge Court, Gwaelod-y-garth, Cardiff CF15 9SS
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Pure Wealth Management

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 ...”
Transparent Fees & Pricing
Kimberley House, Ty-Glas Ave, Llanishen, Cardiff CF14 5DX
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Nugenis Financial Planning Limited

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...”
5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS
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Retirement Planning and Investment Management Services in Cardiff Cost Estimates

Minimum cost
£1253
Maximum cost
£10638
National Average
£3755
Avg Per Hour Rates
£377
£2504
£6884
Average price range is based on 490 cost profiles
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Average Cost £3755
Minimum cost £1253
Maximum cost £10638
Avg Per Hour Rates £377

Average range $2504 to $6884 is based on 490 cost profiles.

Why these companies made our list

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