Best Financial Advisors in Merthyr Tydfil

“Fabulous fabulous can't praise Gareth enough had a frustrating 2 years trying to get my money from my pension provider they lied to me and lied to him .He worked his socks off for myself and my wife and it was a pleasure to deal with him , would hav...”

“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 ...”

“Thanks Chris, from start to finish we wouldn't have our lovely new home without your financial advice! Nothing was ever to much although we were in difficult circumstances. So thank you for all your time and effort. We will be recommending you to any...”

“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.”

“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 ...”

“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...”

“A very professional organisation would recommend to any business requiring insurance.”

“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 ...”

“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 ...”

“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...”

“Great service. we're super happy with the help and support that we received. Communication was prompt, and Dean answered all my questions and offered fantastic advice. Thank you for making the process so easy for us. Will be recommending you to frie...”

“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”

“1. Charles Frank Finance Ltd (FRN: 624668, Company no. 07791769), must not, without prior written consent of the Financial Conduct Authority (FCA), advise on or arrange any new second charge regulated mortgage contracts.”

“A very professional service provided by TT Wealth. Detailed and thorough advice given and I look forward to working with Tony again in the future.”

“Did a great job of conveyancing when I bought my house.”

“Professional and inexpensive. Amifa has never let my company down. Thank you Jerry. Another excellent job done.”

“Great accountants!”