Financial Planners in Cardiff, Wales

18 locations found near Cardiff
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“The team at Premier Financial Solutions have worked with my clients and always delivered exceptional advice. Nothing is hassle for this team, and highly recommend.”

5Superb36 Reviews

“My Wife and I have been advised by Oliver Pughe (Olly) at Penguin for a number of years now and have always been greatly impressed by his 'no nonsense' and pragmatic advice which has guided us through into Retirement in a remarkably easy fashion. The time spent advising us has always been with patience and intell;igent understanding of our needs. We continue to reap the rewards of the clever investment and retirement planning strategy he developed for us. We also appreciate the regular communication and updates from Penguin, and the other lovely staff who are so great to deal with. Thoroughly recommended.”

5Superb28 Reviews

“Very pleased with the service from Ashley at TD Financial. He always shares information in a clear way and there's no such thing as a silly question. Would highly recommend their services.”

5Superb13 Reviews

“I have received excellent service from RWB wealth. Geoff Boon has offered me fantastic advice in relation to a tricky situation with a mortgage & gone above & beyond to help me. The whole team.are friendly and knowledgeable. I would highly recommend.”

5Superb12 Reviews

“We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.”

5Superb6 Reviews

“Chris has been excellent, helping me re-energize my pension savings and put the correct protections in place . I'm now happily recommending Chis to anyone that will listen.”

5Superb4 Reviews

“Incredible Service from Gary and his team. I was recommended to AMG by my Sister two years ago as a first time buyer looking for a mortgage. I had two difficult conveyancing processes that both fell through, Gary's advise during these times was fantastic. Eventually managed to purchase my first home at the third time of asking last week. Cannot recommend highly enough!”

5Superb4 Reviews

“I have relied on Neil Muir and his team for advice and professional services for almost 20 years.They have got me safely and securely to my retirement by being superbly capable and brilliant people. I would recommend this business without hesitation. Bill Fullerton”

5Superb1 Reviews