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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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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
166 Whitchurch Rd, Cardiff CF14 3NA
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Premier Financial Solutions - Cardiff Financial Advice

Premier Financial Solutions - Cardiff Financial Advice

(50)
  • 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...”
372 North Rd, Cardiff CF14 3PB
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Ramsay & White

Ramsay & White

(50)
  • 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...”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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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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Hartley Ross

Hartley Ross

(27)
  • 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...”
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

(21)
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

(16)
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...”
River Bridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • 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...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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TD Financial

TD Financial

(15)
  • 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...”
James William House, 9 Museum Pl, Cardiff CF10 3BD
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Moulani Accountancy

Moulani Accountancy

(10)
  • 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...”
CHARTERED Certified
84 Woodville Rd, Cardiff CF24 4ED
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Rockwealth Cardiff Financial Adviser

Rockwealth Cardiff Financial Adviser

(6)
  • 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.”
Transparent Fees & Pricing
Brunel House, 2 Fitzalan Rd, Cardiff CF24 0EB
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Vision without action is merely a dream When it comes to financial planning, there’s no one-size-fits-all strategy. Each individual’s circumstances are uniquely their own, necessitating a personalised approach that aligns with their distinct objectives and monetary goals. #FinancialPath #FinancialPlanning #Cardiff...

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Amg Wealth Solutions

Amg Wealth Solutions

(6)
  • 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.”
7 Heol-Y-Deri, Cardiff CF14 6HA
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Millfield Wealth Management

Millfield Wealth Management

(15)
  • 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...”
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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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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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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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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Nugenis Financial Planning

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...”
5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS
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JWA Financial Planning

JWA Financial Planning

(4)
“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...”
Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA
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My Cardiff Accountant

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 ...”
Transparent Fees & Pricing
13A Cathedral Rd, Cardiff CF11 9HA
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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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Higginson Mortgage Services

Higginson Mortgage Services

(13)
  • 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...”
6 Llwyn Drysgol, Radyr, Cardiff CF15 8DN
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Whiteoak Morris - Insolvency Practitioner Cardiff

Whiteoak Morris - Insolvency Practitioner Cardiff

(3)
  • 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...”
Sophia House, 28 Cathedral Rd, Pontcanna, Cardiff CF11 9LJ
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Robert Ingram Wealth Management

Robert Ingram Wealth Management

(12)
  • 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...”
1, Park Court Mews, Park Pl, Cardiff CF10 3DQ
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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.

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Wealth Management Advisors near Cardiff

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