Best Financial Advisors in Pontypridd

“The engine room gets going to pull together the different aspects of your affairs, directly contacting the providers of your policies, investments and pension arrangements. We put the jigsaw together to get the full picture. It can take a few weeks t...”

“Andy and his team were amazing in helping us secure our first mortgage in Dec 2021. No obstacle was too much and Andy seemed to have an immediate solution and plan for the many things that cropped up! Would 100% recommend to anyone looking to buy/rem...”

“Smooth process great communication and service! Highly recommended company Paul and Hannah handled my remortgage with no issues I did contact many brokers before Paul and none could find me a deal because of my circumstances Paul got me a deal w...”

“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.”

“My wife & I have been clients for over 5 years. We have had excellent guidance and service throughout and our investments have performed incredibly well. I would strongly recommend Chris Jordan and the team to anyone.”

“Keely McKay was really helpful throughout the entire application process. She went through all my options at each stage, explained everything thoroughly and clearly and was pro-active at chasing up both myself and the lender when needed. Thanks for a...”

“Dan was recommended to me by a mutual friend,and right from the start he made me feel very comfortable about investing my money. He explained everything very clearly, including any possible risk, and showed me how to access any information regarding ...”

“Thank you to the team at Walter Hunter, always going above and beyond, with fantastic customer support. Extremely knowledgeable and always very helpful.”

“We've been using ELJ for well over 10 years and they've never let us down. All emails and telephone calls are always answered promptly. Everyone we've dealt throughout the years has always been helpful and professional.”

“Very well mannered accountants,always helpful when you need help with any accounting issues and always on the ball with your end of year tax return so thank you for all you've done, most recommended 👍. Positive Responsiveness, Quality, Professionalis...”

“Found them after receiving a recommendation from a friend. Really nice to deal with, explained everything and what my options were etc. would highly recommend and would use them again.”

“We dealt with Becky for our mortgage and she was great. Professional, quick and really easy to work with. We didn't know a lot about the process and she talked us through each step. Would definitely recommend!! Positive Responsiveness, Quality, Pro...”

“What a lovely company to deal with . Extremely knowledgeable and professional with outstanding attention detail and customer focus. I wouldn't hesitate to recommend Magenta to anyone. Keep up the amazing work team Magenta ... simply the best!”

“Chris did a superb job in getting us the best possible mortgage deal for our dream home. His communication and knowledge of the range of financial products on offer were first-class and he worked tirelessly to ensure we got an excellent deal. If you'...”

“Dealt with Tim for remortgaging and moving. Helpful, knowledgeable and good communication. Quick to get back with any queries. The process was made simple and had all my options explained.”

“I met with Lyndsey from Quadrant to review my pensions as I needed a clearer understanding of what I had and what my options were. She was amazing, so knowledgeable and helpful and she explained everything clearly. She gave me some great advice and ...”

“Mr Moulani has been my accountant for the last 4 years and I must say in my opinion he is best I have come across so far. His services are top class and provides such a peace of mind. In all these years with him not even once I have to worry abt anyt...”

“We wouldn't hesitate to recommend Matt Millard/ RockWealth Cardiff the have made sure that our investments are running properly and efficiently and have kept us up to date with calls and meetings. It's lovely to enjoy your retirement without the worr...”