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Best Financial Advisors in Wales

Last updated September, 2024

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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Wealth Management, Business accounting, Individual Accounting
“I have been with Oasis consultants for almost 2 years since the start of my limited company and can't recommend them enough. Vivek and Phaneendra have been very responsive to any queries that I have raised with them during this time. Their tax advic...”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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1st Class Accounts

1st Class Accounts

(50)
Business & Secretarial Services, Payroll & Paye, Tax Investigations
“I have been !st Class Accounts client for over eight years. They are very efficient and profesional. I can recommend the firm to anyone who may need their services”
320 City Rd, London EC1V 2NZ
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Healys

Healys

(47)
  • Estate Agent
  • First Time Buyers
  • Leasehold
“This is the second time I have used Healys. On both occasions they provided excellent service. I received prompt information and clear instructions by email or telephone. They always have a helpful and pleasant manner. I would recommend this firm...”
In Business Since 1998
Transparent Fees & Pricing
15-17 Jockey's Fields, London WC1R 4BW
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(1)
Inheritance Tax Planning, Will Writing, Lasting Power of Attorney
“Text message received from Maureen in Torquay on the 12th of August 2022 I was very pleased u explained things so well thank you once again”
In Business Since 2021
Emergency Services
219 Kensington High St, London W8 6BD
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Strategic Wealth Partners

Strategic Wealth Partners

(2)
“My wife and I were introduced to Strategic Wealth through a long-standing family friend, who has been availing of their financial planning services for some time. Although our tenure as clients spans merely six months, we are thoroughly impressed by ...”
Transparent Fees & Pricing
The Smith, 145 London Rd, Kingston upon Thames KT2 6SR
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Compton Financial Services

Compton Financial Services

(46)
Buy To Let, Mortgages, First Time Buyer
“Martin is extremely knowledgeable on complex financial matters and you can tell he wants the best for his clients. Martin went over and above to deliver a bespoke service and he provided me with all the facts and carried out a comparison and spent t...”
Transparent Fees & Pricing
Free Initial Consultation
60 High St, London SW19 5EE
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“I've been considering investing for a while now, but really wasn't sure how or where to start. I have just had a really helpful conversation with Robert Schwarz from First Wealth - who clearly and concisely broke down the different options and pathwa...”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Antony Batty & Co

Antony Batty & Co

(50)
Company Voluntary Arrangements, Company Administrations, Including Pre Pack Administrations
“On behalf of Renshaw Bay, a London-based asset manager, I worked Antony Batty and his team on a number of MVLs. The technical team was led by the excellent Sunney Sagoo. Antony and Sunney were excellent throughout. I highly recommend AB&Co, and each ...”
Transparent Fees & Pricing
In Business Since 2002
Licensed
Gray's Inn, 3 Field Court, London WC1R 5EF
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Humboldt Financial

Humboldt Financial

(50)
Property & Mortgages, Financial Planning, Portfolio Management
“Five Star this far. I have been quite nervous about how to secure peace of mind and an income as the issue has occurred late in my retirement. I feel more comfortable now having been introduced to Jack Logan and am looking forward to a long and frui...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Omer & Company

Omer & Company

(47)
Payroll, Tax – Personal & Business, Wealth Management
“Highly recommend. Omer and co offer a great service, and Jenny Darby went above and beyond to sort my company accounts. Jenny kept us in the loop throughout. After an awful experience with a previous accountant, Jenny worked hard to sort out the mess...”
Free Initial Consultation
7, Chequers Parade, Passey Pl, London SE9 1DD
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Lifetime Capital

Lifetime Capital

(50)
Surveys & Valuations, Wills & Trusts, Solicitors & Conveyancing
“I have just completed a flat purchase in London and Lee acted as my mortgage broker. Service has been outstanding. Lee has been swift and efficient in finding the best deal, dealing with the lender and organizing a very quick funding during this diff...”
80 Coleman St, London EC2R 5BJ
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Sable International London Main Office

Sable International London Main Office

(46)
Us-Linked Persons, Canada, Currency Solved
“Sable International is a five star service provider. Unparalleled in their knowledge and delivery I would highly recommend to anyone who is in need of immigration support. I could not be more pleased with the experience and have only deepest of thank...”
25+ Years Experience
Coupons & Offers
5th floor, 18 St Swithin's Ln, London EC4N 8AD
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
Financial Services, Personal Tax, Tax Tools
“Glazers provide a very personal service, they are always available, and can handle all services needed by SME's. we have been with them for many years and continue to be very happy with their service.”
In Business Since 1996
843 Finchley Rd, London NW11 8NA
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Cooper & Parks Financial Services

Cooper & Parks Financial Services

(50)
  • First Time Buyer
  • Investments
  • Family
“I cannot praise David Park and Caroline Luxford at Cooper & Parks Financials Ltd enough for their help in securing a mortgage for our family. David understood our financial setup, was a wealth of information and helped educate my partner and me on th...”
Free Initial Consultation
Suite 4b, 106 98, Elmhurst, High Rd, London E18 2QH
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Insurance Services, Mortgage Services, Wealth Management
“"I've been delighted to work with Paul Littlewood of Just Us for my pensions planning and contributions for several years now. Paul is personable, knowledgeable and highly professional. Working with someone you trust and who can help you make shrewd...”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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KDW Independent Financial Planning

KDW Independent Financial Planning

(47)
Commercial, Mortgages, Pensions
“David and Emily made the whole process so simple and took all the worry away from us. Literally provided them with paperwork they required and our mortgage was offered and they saw us through to completion. I would highly recommend using them for a m...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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Aegis Life Financial Services

Aegis Life Financial Services

(50)
  • Products
  • Options
  • Patience
“I wanted to leave a 5☆ review for AEGIS Life. Excellent service and most importantly Yogesh has a wealth of experience and is able to share his expertise with care and attention. I am glad I have come across Yogesh and his company and the team. I am ...”
In Business Since 2018
Stanmore Business & Innovation Centre, Howard Rd, London HA7 1GB
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IFS Wealth & Pensions

IFS Wealth & Pensions

(50)
  • Questions
  • Patient
  • First Time Buyer
“I will absolutely recommend IFS to anyone looking for assistance with a mortgage. Alan has gone by far above and beyond in guiding me through the process as a first time buyer and finding me a mortgage. Alan has always been professional, communica...”
45 Rusper Rd, London N22 6RA
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • Level of Service
  • Work
  • Policies
“I've used Capricorn for 10 years on a variety of mortgage products and their expertise and professionalism is second to none. Any issues with 3 parties they have stepped in to make the process painless for me. The products they've helped me secure ha...”
1 Queen Caroline St, London W6 9YN
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ADA Accountants

ADA Accountants

(50)
  • Company
  • Team
“We've been client of Ada accountants for more than 8 years and never had issue with them. All staff are friendly and helpful. I highly recommend ada accountants”
578 Hertford Rd, London N9 8AH
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • Critical Illness
  • Insurance Policy
  • Purchasing Process
“We had an amazing experience of buying our first home in London with David and Maya. We had all the support from them every step of our mortgage application journey, they took time to understand our requirements and helped clarify doubts throughout t...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Moneysprite

Moneysprite

(50)
  • Options
  • Felt
  • Mind
“I have worked with MoneySprite for a few years already. I always got the best support and advices from them. Thank you to Jack who always was on top of everything, replying to all of my questions and concerns. I will definetelly continue to work with...”
In Business Since 2005
Remote Consultations Available
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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F9 Consulting - Accountants Canary Wharf

F9 Consulting - Accountants Canary Wharf

(37)
Funding & Financial Advice, Accountancy Payroll Services, Specialist Insolvency Advisors
“Dan, Anthony & the team are always extremely helpful and are Fantastic at what they do. They always respond in a quick and efficient manor and their knowledge is second to none. I always make a point of referring friends and family to F9 due to t...”
Transparent Fees & Pricing
Free Initial Consultation
29th & 37th Floors, One Canada Square, London E14 5AA
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(49)
  • Job
  • Solicitors
  • Buy to Let
“Very positive experience. Nick and his team have been amazing and very helpful and sourced me a great mortgage deal. I am an internationally based client and entrepreneur with businesses abroad. So it wasn't an easy task but thanks to Nick and his pe...”
Berkeley Square House, Berkeley Square, London W1J 6BD
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