Money Matters: Discover the Best Financial Advisers in Cardiff

Get expert financial guidance in Cardiff with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Cardiff who suits your needs.

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Blackstone Partners are a team of highly qualified, dedicated, and Independent Financial Advisers, offering impartial and tailored advice. Our mission is to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives. We believe in conducting ourselves with uncompromising integrity, always putting our clients' best interests at the forefront of our considerations.
The reviewers praised Gareth's expertise, communication, and empathy, leading to a high level of trust and confidence in his services.
5.0
Based on 3 reviews
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At Mulberry Wealth Management Ltd, we are a team of independent financial advisers specialising in providing expert advice on pensions, investments, protection, and mortgages. Our experienced team helps individuals and families plan for their financial future, providing tailored solutions to achieve their goals. With our expertise, you can make informed decisions about your financial affairs. Our commitment is to provide impartial, professional, and friendly advice, ensuring you have the confidence to make the most of your financial opportunities.
The reviewer appreciated the transparency and reported a higher annual return on their investments.
5.0
Based on 1 review
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Morgan Peterson offers a personal approach to financial planning, providing tailored services to individual clients, families, sports players, and businesses across the UK. With extensive knowledge of the mortgage market, we provide impartial advice on a wide range of financial services, including mortgage advice, protection insurance, retirement planning, investments, and savings. Our team of experts is dedicated to providing personalized solutions to meet the unique needs of each client. With 0 years of experience and a proven track record of success, Morgan Peterson is the trusted partner for all your financial planning needs.
The reviewers express disappointment and frustration with Lesley-Anne Creffield's unprofessional conduct and bad advice.
3.7
Based on 3 reviews
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Financial Planning Wales is a professional services firm that provides Chartered financial planning and investment management services to individuals and companies across the UK. With a team of experienced and qualified professionals, we offer a range of services including financial planning, investment management, and wealth protection. Our approach is customer-centric, and we are committed to providing a personalized service that meets the unique needs of each client. We are Authorized and Regulated by the Financial Conduct Authority and have a strong track record of delivering successful outcomes for our clients.
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Hayman Watkin Davies is a financial advisory firm based in Cardiff, South Wales, providing expert advice on a range of financial products and services, including pensions, investments, mortgages, business protection, personal protection, and equity release. Our experienced and qualified financial advisors have over 20 years' experience and are fully qualified and approved by the Financial Conduct Authority (FCA). We aim to build trust and develop long-standing and valued relationships with our clients.
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The Abram Partnership helps individuals live meaningful, fulfilled lives by establishing their goals and creating plans to achieve them. We offer a range of services including investments, tax planning, retirement planning, protection, and mortgage and general insurance. Our experienced team provides expert advice and guidance to help clients make the most of their money and achieve a happier financial future.
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At Lyles' Independent Financial Advice, our professional and friendly team will work with you to find a suitable way to manage your finances. Whether it's planning for your retirement, saving for a big event, or just making sure you're getting the most from your money, we are here to help. Our services include: Financial Planning, Savings & Investments, Pensions & Retirement Protection, Planning Tax, Estate Planning, Business Planning.
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At Burley Fox, we help individuals, families, and businesses plan their financial futures by providing tailored and flexible solutions. Our experienced team of independent Chartered Financial Planners will help you achieve your financial goals, whether it's growing your wealth, planning for retirement, or attracting and retaining key staff. We specialize in working with clients who have investable assets in excess of 250,000. Our boutique firm prides itself on delivering excellence through quality relationships and consistently meeting agreed-upon investment mandates.
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Chris Leach & Associates Ltd is a financial advisory firm providing bespoke financial advice tailored to clients' individual needs and aspirations. Our services include investment planning, retirement planning, financial planning for individuals and businesses, long-term care planning, and more. With over 30 years of experience, we understand the importance of creating and managing wealth, and we strive to deliver exceptional service and results to our clients.
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WPS Wealth Management Ltd is a leading independent financial adviser offering a range of services including Savings and Investments, Retirement Planning, Life Assurance, Mortgage Advice, and Trustee Advice and Estate Planning. Our experienced team provides whole of market advice, ensuring that our clients receive unbiased and personalized financial planning. With offices based in South Wales and the West of England, we cater to professional connections and their clients, providing fee-based, holistic financial advice.
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Lowndes Halsden is a fast growing wealth advice business with principal offices in Cardiff, offering fee-based independent wealth advice and investment management services to private individuals and businesses. The company's vision is to continue its growth as a leading provider of wealth advice, placing great importance on personal service, and getting to know clients' present situation, future needs, and objectives to offer carefully thought-out and imaginative advice. With a range of services including investments, pensions, life insurance, savings, mortgages, and more, Lowndes Halsden provides professional advice and excellent service to its clients.
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Pontyclun (7.9 mi) Newport (10.7 mi) Porth (13.2 mi) Burnham-on-Sea (18.5 mi) Porthcawl (22.6 mi) Bristol (25.1 mi) Bridgwater (25.5 mi)