Best Financial Advisors in Cwmbran

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Cwmbran area.

Lawrence Miller & Co

Lawrence Miller & Co

(6)
“William has helped at a difficult time with the recent loss of my Father. His knowledge and expertise in sorting out my Fathers finances and advising my surviving Mother on the best way forward has been so helpful. Frankly I would not really know wha...”
110+ Years Experience
Lakeside House, Lakeside Ct, Llantarnam Park Way, Cwmbran NP44 3GA
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Financial Planning Solutions

Financial Planning Solutions

(2)
“Andrew spent a great deal of time producing a model for the future then presenting that model in non-financial terms we could understand. He showed how some simple changes would affect the model and gave us some good advice including moving an old pe...”
Raglan House, 6-8 William Brown Cl, Llantarnam Park Way, Cwmbran NP44 3AB
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Reynolds Financial

Reynolds Financial

(2)
“This is the second time that my family have used the services of Neil Reynolds. It has been an absolute pleasure using the service which takes away all the worry and strain regarding financial matters. Absolutely every step of the process was explain...”
20+ Years Experience
Lakeside House, Lakeside Ct, Llantarnam Park Way, Cwmbran NP44 3GA
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Kingsley Wealth Management

Kingsley Wealth Management

(50)
Investments, Ethical Investments, Pensions & Retirement Planning
“Kingsley Wealth Management - trusted and professional. Angela helped my wife to secure a mortgage and we are so grateful for all the help and guidance we received. .”
Free Initial Consultation
Newport Market, High St, Newport NP20 1FX
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M Raza & Co Accountant Cardiff

M Raza & Co Accountant Cardiff

(50)
Taxation, Business Startups, Accounting
“My experience with M Raza & co has been nothing but positive they have only been professional, efficient and friendly. Wasif has been my main point of call and he has done nothing but reduce my stress levels after being left in a mess with my prev...”
Free Initial Consultation
Serving Cwmbran Area
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Premier Financial Solutions - Cardiff Financial Advice

Premier Financial Solutions - Cardiff Financial Advice

(50)
  • Communication
  • Pension
  • Solicitors
“The team at Premier Financial Solutions have worked with my clients and always delivered exceptional advice. Nothing is hassle for this team, and highly recommend.”
372 North Rd, Cardiff CF14 3PB
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Ramsay & White

Ramsay & White

(50)
  • Professional
  • Investment
  • Emerald
“I have been working with Will Roberts and Hollie Jones for years now and trust them with financing property investment deals. I would recommend this company to friends and family.”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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RWB Wealth

RWB Wealth

(32)
Pensions, Mortgages, Other Services
“Fantastic service from RWB. The advice I have received is priceless and has saved me so much money. Thank you for your support. It is so refreshing to deal with a company with such a modern ethos and friendly staff.”
In Business Since 2019
Transparent Fees & Pricing
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Heron House Financial Management

Heron House Financial Management

(28)
Retirement Planning, Investment Process, Financial & Life Planning
“A very professional company. From the first initial meeting to the completion of my portfolio. The team at Heron House were very professional and always kept me upto date with how things were and still are progressing.”
Transparent Fees & Pricing
Heron House, 1 Bryngwyn Rd, Newport NP20 4JS
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Harvey Bowes Financial Services

Harvey Bowes Financial Services

(35)
  • Property
  • Knowledge
  • Solicitors
“We've worked with Michalina and Grant at Harvey Bowes for a little while now and they always keep us in the loop with our refinances and bridges. They've recently been able to organise a bridge for us within 3 weeks of us letting them know about t...”
In Business Since 2006
7 Bridge St, Baneswell, Newport NP20 4AN
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Hartley Ross

Hartley Ross

(27)
  • Options
  • Family
  • Risk
“I have known Dan Ross as a financial advisor for around 7 years. During this time I have found him to be a first class advisor. He is always clear in his recommendations and carefully explains any potential risk involved. I have absolute faith in h...”
In Business Since 2016
Transparent Fees & Pricing
15 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Sanctuary Chartered Financial Planners

Sanctuary Chartered Financial Planners

(21)
Corporate, Trusts, Investments
“I have used Sanctuary for the last 6 years and their service is first class. Clare Giles has looked after my mortgage during this time when it was due for renewal. Each time she has worked tirelessly to find the best mortgage rate which has saved ...”
Free Initial Consultation
5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Walter Hunter & Co

Walter Hunter & Co

(20)
Corporate Finance, Company Secretarial, Annual Accounts
“We work with Walter Hunter. The service and expertise they provide to support our charity of immense benefit. Would highly recommend Jonathan and his team.”
In Business Since 2012
24 Bridge St, Baneswell, Newport NP20 4SF
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Ellis Lloyd Jones

Ellis Lloyd Jones

(16)
Bookkeeping, Charity Accounts, Client Login
“Great accountancy firm with highly experienced and personable staff. We've dealt with ELJ for a number of years and they can always be relied on to offer good practical advice to support our business practices. The team are easy to get on with and ...”
Family Business
11 Park Square, Newport NP20 4EL
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Clifton Asset Management Plc

Clifton Asset Management Plc

(33)
  • Team
  • Support
  • Questions
“Reaching a milestone age and needed to know what all my options were. I had a Zoom called with Michael Turner and was really impressed with his wealth of knowledge and discussed lots of options that I hadn't even considered before. I left the Zoom fe...”
The Pavilions, 69-71 Macrae Rd, Ham Green, Pill, Bristol BS20 0DD
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Accounted For

Accounted For

(16)
Bespoke Quote Builder
“Accounted For LTD (Cardiff) team have been instrumental in helping myself build up my business (Share Talk Ltd) over these past five years. Support even during these hard times, guidance and good governance, has helped build my business/digital stock...”
River Bridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Gregory Davies Wealth Management

Gregory Davies Wealth Management

(14)
Mortgages, Pensions, Business
“Ronan was amazing from start to finish offering sound advice and handling a very sensitive family situation with compassion and understanding. All queries were answered promptly and paperwork sent out in a timely manner. Highly recommend Gregory ...”
Serving Cwmbran Area
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Mike Smith IFA

Mike Smith IFA

(8)
Life Insurance, Retirement, Investments
“I have been dealing with Mike for nearly 8 years and have always had clear financial advice and management to support that. His attention to detail, speed to respond to requests and regular reviews are always well executed and clear.”
Free Initial Consultation
Serving Cwmbran Area
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Meeting
  • Future
  • Conversation
“Ross was introduced to me by my business accountant for help with personal financial planning. I have found him to be helpful and responsive in dealing with pensions and advice so would have no trouble recommending him to others. Positive Profession...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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TD Financial

TD Financial

(15)
  • Funds
  • Management
  • Pension
“A great experience dealing with Ashley at TD Financial. Very informed and educated in the market. Always demonstrates active management of the portfolio to ensure optimal spread of funds/markets. Easy to deal with and provides a great annual brea...”
James William House, 9 Museum Pl, Cardiff CF10 3BD
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Wealth Doctor Financial Planning

Wealth Doctor Financial Planning

(20)
  • Financial Services
  • Pension
  • Financial Advice
“thank you josh for all your help with my nhs pension I would recommend you to anybody very happy with information that you provided you go that extra mile 😀 …”
Serving Cwmbran Area
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Anglo-Celtic Financial Consultants

Anglo-Celtic Financial Consultants

(18)
  • Insurances
  • Mortgage
  • Property
“Very helpful in getting us a mortgage two times in in row and the second time roger was very good getting mortgage with a reduce in monthly amount two thanks very muck top class service. Thanks *****”
Family Business
11, Waterside Court, Albany St, Newport NP20 5NT
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Alton Wealth Management

Alton Wealth Management

(26)
  • Knowledge
  • Trust
  • Confident
“I cant recommend Alex enough. He did everything for me and my partner. Life insurance home insurance and mortgage. He was very efficient and always kept in contact with us through it all. Thanks again Alex.”
Serving Cwmbran Area
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Six Q Financial Planning

Six Q Financial Planning

(10)
  • Financial Advisor
  • Financial Markets
  • Company
“I have dealt with Andrew for many years (after him having taken over my small portfolio from another colleague.) The reason Andrew became involved was that I was looking to move away from the company back then (a former company) because my advisor t...”
Serving Cwmbran Area
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Retirement Planning and Investment Management Services in Cwmbran Cost Estimates

Minimum cost
£1208
Maximum cost
£10258
National Average
£3621
Avg Per Hour Rates
£364
£2414
£6638
Typical price range is based on 527 cost profiles
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Average Cost £3621
Minimum cost £1208
Maximum cost £10258
Avg Per Hour Rates £364

Typical range $2414 to $6638 is based on 527 cost profiles.

Why these companies made our list

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