Best Financial Advisors in Penarth

“We are independent financial advisers based in Penarth, just outside Cardiff, offering unbiased financial advice across the whole of the market. We pride ourselves on being at the cutting edge of technology, with all clients having access to their in...”

“Nothing is ever too much trouble. Professional service, reliable and trustworthy. Great advice given and I would highly recommend.”

“I dealt with Mandy during my process and she went above and beyond to help me. I honestly couldn't thank her enough, she is an absolute credit to the company. She was always prompt with her replies and explain everything thoroughly. Thank you again M...”

“We specialise in helping families where there are concerns about health, disability or mental capacity. Whether it is an elderly parent, spouse or disabled child, I offer a range of trust options to help look after your loved ones now and in the futu...”

“We offer initial meetings entirely at our cost, taking the time to understand and gather the information required to determine whether, in paying us fees, we will make a meaningful difference to your goals and aspirations. Supported by a transparent ...”

“Andy at PFS will be my forever financial advisor top bloke with top advise. He sorted my morgage no problem when previously I was faced with obstacle after obstacle. Andy kept in constant contact and advised all along the journey. Took the stress out...”

“My thanks to all at Huttons Law for a positive result, resolving a complicated issue. I have dealt with several firms over the years so I have experience of the good, the bad and the ugly. I would highly recommend Huttons Law, professional, efficie...”

“Very pleased with financial advice and ongoing support from Matt and his team. Have dealt with Matt since 2020 and have always found him to be helpful, knowledgeable and professional. I've found him to be a thoroughly decent man as well.”

“The team were very professional when I met up with them and helped me with a mortgage that suited me. They also gave me some sound advice on sorting out my pension to benefit me more for the future. Great cod guys.”

“In the last 20 years that HHFM have looked after my affairs, I have only every experienced exceptional knowledge, experience, patience, care, understanding and wise investment advice. An exceptional service with an exceptional team.”

“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...”

“The Harvey Bowes team arranged my first mortgage. Jo Owen was very proactive in contacting solicitors and pushing the process forward. I also negotiated a complex structure to purchase and in my case had extra complications, which Harvey Bowes were a...”

“We are a manufacturer of ladders and stepladders in Newport & have been looked after by ELJ for over 30 years. Excellent knowledgeable service with friendly people !”

“Great experience dealing with Brookfield Finace while purchasing our first home. Always answered any questions we had as it was our first time. Special thanks to Kate as she was fantastic.”

“Excellent service. Answered emails in an exceptionally quick time and always answered any questions I had. Accounts done professional and promptly. Highly recomend.”

“Although we have only been working with Jonathan and his team for a year we have found them to be very professional, accommodating and proactive. We would highly recommend this firm to businesses looking for a new accountant.”

“Matthew has played a key role in my purchasing of property in London, providing expert advice on mortgages, insurances and other financial dealings. I have certainly benefited no end to the financial services Matthew has offered.”

“The team at Penguin have been amazing for ensuring that our family finances are in order. Oliver has been great with his time and ensuring that our pensions and life cover are exactly where they need to be to suit our circumstances - would highly rec...”

“What an amazing service Leesha provides. It is only my first year as a limited company, she has setup my limited company and closed down my sole trader account. I was optimistic when we moved over to limited company, but the advise they gave me was s...”