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Romilly Financial

(3)

Company

“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...”

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Saltus

“It's about working closely with you to determine what you want from life and how your finances can achieve it. Our planners work in partnership with our clients to help them understand how to make the most out of their money, reduce their tax burden ...”

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Curo Advisers

Definitions, Financial Independence, Corporate Advice

“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...”

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G T Aspros and Co

(1)

“George is one of the most friendliest people I have worked with. Just from employing him as my accountant he has connected me with his local network where I regularly get business. He is a great example of how an established local accountant can bett...”

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Ramsay & White

(50)

Emerald
Future
Team

“Will has provided an exceptional service in supporting me to secure my mortgage. He has been proactive and extremely helpful, carefully explaining each step of the process to me and ensuring I got the best deal possible. I would highly recommend t...”

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Rockwealth Cardiff Financial Adviser

(6)

Team
Understanding
Retirement

“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.”

Featured

At rockwealth Cardiff, we specialise in guiding individuals through the complexities of early pension withdrawal while still employed. This process is nuanced, with various tax implications and potential consequences that need careful consideration. In this article, we will explore your options, emphasise the importance of informed decision-making in retirement planning, and discuss the potential alternatives to drawing from your pension at this stage. #Pensions #Cardiff #Retirement...

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Hutton's Law

(10)

Business & Property, Medical & Personal Injury, Crime & Regulatory

“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...”

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Kingsley Wealth Management

(50)

Mortgage Advice, Inheritance Tax & Estate Planning, Investments

“Angela was amazing when we remortgaged our house. It was the first time we'd remortgaged and we weren't sure how the switching process worked and how to get the best deal. Angela explained everything and was on hand to answer our questions and push t...”

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M Raza & Co Accountant Cardiff

(50)

Company Secretarial, Self Assessment, Pension Auto Enrolment

“The team is very helpful in any accounting, Tax matters. Very happy with the services provided, very quick response, very efficient, charges are reasonable too. Always there for any clarifications, documents needed etc.. Specially in this unpreceden...”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Solicitors
Jargon
Remortgage

“Andy Gardner at Premier financial solutions has been a great asset to me in my financial affairs. His professionalism, knowledge and ability to understand your circumstance then provide detailed solution that suits your need is wonderful. I will hig...”

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RWB Wealth

(32)

Protection, Other Services, Pensions

“Fantastic company with a real personal touch, helped me remortgage my home, set up salary protection and better invest my savings. Would recommend to everyone! Positive Responsiveness, Quality, Professionalism, Value”

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Heron House Financial Management

(28)

Wealth Management, Personal Injury, Retirement Planning

“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.”

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Harvey Bowes Financial Services

(35)

Solicitors
House
Professional

“I have been using Harvey Bowes for a number of years to mortgage and remortgage various properties and they provide a fantastic service every time. The team are very knowledgeable and will guide you through the process along with a personal touch. I ...”

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Hartley Ross

(27)

Risk
Questions
Advice

“Hartley Ross have supported and advised me for many years with investments, dealing with inheritance and with financial advice following the death of my husband (probate etc). I have been very happy with investment outcomes and I know I can contact ...”

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Young Mortgage and Protection

(16)

Team
Knowledge
First Time Buyers

“Amazing service was perfect from the first day helped in so many ways to get me and my fiancée into our first home and kept us updated every step of the way will be using these for every purchase. Can't thank you enough for your hard work and dedicat...”

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Sanctuary Chartered Financial Planners

(21)

Inheritance Tax Planning, Mortgages, Wills

“Clare takes all the stresses away from worrying about the mortgage process in constantly changing circumstances. I would be lost without her. Highly recommend”

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Ellis Lloyd Jones

(16)

Client Login, Client Login, SRA Reporting

“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 !”

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Walter Hunter & Co

(20)

Pension Scheme, Payroll, VAT and Management Accounts, External Audit and Risk Assurance

“We have been with Walter Hunter for many years and have been well looked after by Jonathan and Zoe. Very professional firm who are always quick to deal with all our accounting requirements.”

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Buzz Financial

(23)

Team
Expertise
Financial

“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.”

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Invest Southwest Independent Financial Advisers

(17)

Savings Advice, IHT Planning, Investment Advice

“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.”

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Accounted For

(16)

Bespoke Quote Builder

“This is my first year as a limited company and at first needed a lot of steering down the right track ; accounted for provided lots of assistance that was clear and understandable to me; the uninitiated . Payroll/ vat returns etc have all been dea...”

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Gregory Davies Wealth Management

(14)

Investments, Business, Mortgages

“Ronan was very helpful and polite nothing was to much trouble went above and beyond to help us .will recommend him and his company to friends and family.”

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Ross Mitchell Wealth Management

(26)

Conversation
Personal Financial
Investments

“Ross has helped me with my personal pensions , work pension and investments over the last few years, His Knowledge and professionalism is outstanding and i have now have a clear understanding on planning for my retirement in a stress free way thanks...”

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Watermark Wealth Management Limited

(18)

Business Owners, Trustees, Attorneys & Court Appointed Deputies, How Do We Add Value?

“Both Tracy and Tony were efficient, professional and supported me well throughout the process and I would have no hesitation in recommending them to others Well done Watermark much appreciated”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Penarth

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Penarth area.

Romilly Financial

Saltus

Curo Advisers

G T Aspros and Co

Ramsay & White

Rockwealth Cardiff Financial Adviser

Hutton's Law

Kingsley Wealth Management

M Raza & Co Accountant Cardiff

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Heron House Financial Management

Harvey Bowes Financial Services

Hartley Ross

Young Mortgage and Protection

Sanctuary Chartered Financial Planners

Ellis Lloyd Jones

Walter Hunter & Co

Buzz Financial

Invest Southwest Independent Financial Advisers

Accounted For

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Watermark Wealth Management Limited

Retirement Planning and Investment Management Services in Penarth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Penarth

Popular in Penarth