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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...”

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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...”

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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...”

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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. .”

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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.”

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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.”

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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.”

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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.”

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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...”

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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...”

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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 ...”

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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.”

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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...”

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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 ...”

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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...”

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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.”

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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...”

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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 *****”

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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...”

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Niche Private Clients

(2)

Additional Services, Financial Planning, Ethical Investing

“Great service to date very professional experience in the first meeting very friendly and gives a confident and reassuring advice.”

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Moulani Accountancy

(10)

Film

“I would happily recommend these local accountants in the Cardiff area. Many years of experience. They are a fully qualified ACCA firm and very established. A wizz with accounts preparation, Sole trader tax returns, Ltd company accounts and VAT. Not t...”

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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.”

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Rockwealth Cardiff Financial Adviser

(6)

Understanding
Retirement
Team

“Matt Millard (Cardiff Branch) Invaluable advice given professionally and reassuringly ALL questions and queries answered to enable full understanding,Looking forward to ongoing advice. Mr & mrs Chamberlain.”

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Gcfc : Financial Advisors

(5)

Retirement Planning, Service Documents, Investment Planning and Savings

“Gareth has provided top class professional financial investment and planning advice to myself and my family for many years, I would highly recommend. Positive Responsiveness, Quality, Professionalism, Value”

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Average Cost	£3621
Minimum cost	£1208
Maximum cost	£10258
Avg Per Hour Rates	£364

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

Financial Planning Solutions

Reynolds Financial

Kingsley Wealth Management

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Heron House Financial Management

Harvey Bowes Financial Services

Hartley Ross

Sanctuary Chartered Financial Planners

Walter Hunter & Co

Clifton Asset Management Plc

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Mike Smith IFA

TD Financial

Anglo-Celtic Financial Consultants

Six Q Financial Planning

Niche Private Clients

Moulani Accountancy

Alton Wealth Management

Rockwealth Cardiff Financial Adviser

Gcfc : Financial Advisors

Retirement Planning and Investment Management Services in Cwmbran Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cwmbran

Popular in Cwmbran