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Best Financial Advisors in Pontypridd
The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Pontypridd area.
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Kingsley Wealth Management
Ethical Investments, Pensions & Retirement Planning, Mortgage Advice
“I have been using Angela as my broker in regards to a residential mortgage which has proven difficult on my part, Angela has been resilient and after a few stumbles across the way I've managed to get a mortgage offer which at times I was very worried...”
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Premier Financial Solutions - Cardiff Financial Advice
- Pension
- Team
- Remortgage
“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...”
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Ramsay & White
- Investment
- Property
- Team
“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...”
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Abacus Assurance
- Information
- Mortgage
- Efficient
“Jeremy was recommended to us by a friend and we're so glad he was. We couldn't be happier with the service we received! Jeremy was personable, professional and quick to repond to our questions and a pleasure to chat to. He made the whole process of s...”
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RWB Wealth
Mortgages, Protection, Pensions
“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.”
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Heron House Financial Management
Investment Process, Financial & Life Planning, Wealth Management
“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.”
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Harvey Bowes Financial Services
- Knowledge
- Team
- Professional
“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...”
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Hartley Ross
- Family
- Pension
- Advice
“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 ...”
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Young Mortgage and Protection
- Stress
- Team
- First Time Buyers
“Paula Young is very helpful, kept me up to date through the whole process of purchasing the house. I will recommend her services to future buyers. She is a good person as well and she really care about you, and never give up, even if the things look ...”
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Sanctuary Chartered Financial Planners
Trusts, Investments, Mortgages
“We were really pleased with the quality of service from Tom & the team at Sanctuary. Really professional, friendly and helpful throughout our remortgage and he was always there to answer any of our questions throughout (we had a few!). Would highly r...”
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Walter Hunter & Co
Company Secretarial, Annual Accounts, Payroll, VAT and Management Accounts
“Thank you to the team at Walter Hunter, always going above and beyond, with fantastic customer support. Extremely knowledgeable and always very helpful.”
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Gregory Davies Wealth Management
Pensions, Investments, Mortgages
“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.”
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Ross Mitchell Wealth Management
- Future
- Pension
- Investments
“Ross has been our Advisor for the past 3 years, he has always been open and honest with his recommendations with no hidden surprises whatsoever. During the uncertainty of recent times he has made himself available to offer first class support and ad...”
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TD Financial
- Management
- Pension
- Future
“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...”
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Magenta Financial Planning
- Number
“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!”
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Chris Eames IFA
- Mortgage
- Buy to Let
“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'...”
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Future Asset Management
- Mortgage
- Questions
- Communication
“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.”
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Rockwealth Cardiff Financial Adviser
- Retirement
- Team
- Understanding
“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...”
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Moulani Accountancy
- Film
“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...”
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Gcfc : Financial Advisors
Service Documents, Investment Planning and Savings, Corporate Planning
“I would like to share my own experience of GCFC financial advisors , trustworthy, absolute professionalism , 100% reliability excellent five star service are just a few of the words I would use to describe GCFC financial advisors, from start to finis...”
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Vital Financial Planning
- Confidence
- Questions
- Team
“I would highly recommend Lewys, Charlotte and the team, for their knowledge, professionalism and always quick response time to any questions asked of them. I have already recommended them to a number of family members, and will continue to do so. The...”
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Gwyn-May Financial Advisors
“We rate this as a 50 STAR! Excellent - Swift - Profitable
We are property developers, therefore most of our loans are buy-to-let. After only two meetings with Anthony, he has saved us a LOT OF MONEY per month. We are extremely grateful. He's taken j...”
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Medical & Professional Investment
Building and Content Insurance, Life Assurance, Life and Critical Illness Cover
“I could not recommend Mark Hopley and the team more highly! They helped me get a great mortgage when other brokers had told me it was impossible. Thank you!”
Retirement Planning and Investment Management Services in Pontypridd Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on
515 cost profiles
Why these companies made our list
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