BEST RATED » CARDIFF » FINANCIAL SERVICES

The Best Financial Service in Cardiff

Hand-picked top 3 financial services in Cardiff, UK. 50-Point Inspection includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!

PENGUIN WEALTH LLP

2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN

Since 2010

Retirement Planning, Taxation Planning, Income and Wealth Protection, Savings and Investments Planning, Financial Forecasting, Investment Strategy, Forward Planning Meeting, Family Protection, Wills and Trusts, Asset Allocation, Estate Planning, Survivor Income, Charitable Giving, Retirement Income, Mortgage Service & Tax Efficiency

Specialises in Advice on Maximising your Future Income to Achieve Financial Security and Independence ● Offers a Comprehensive Suite of Advisory Services to Maximise your Income and Secure

Registration OC371252

info@penguinwealth.com

penguinwealth.com

Reviews

Mon - Thu 8:30 am - 5:00 pm
Fri 8:30 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report

LOWNDES HALSDEN & PARTNERS LTD.

184 - 190 Caerphilly Road, Birchgrove, Holt House, Birchgrove, Cardiff CF14 4NR

Since 1992

Pensions Planning, Life Insurance, Savings Planning, Investment Management, Tax Planning, Income Protection, Inheritance Tax Planning, Credit Cards and Loans, School Fees Planning, Loan Planning, Personal Financial Protection, Portfolio Planning, Retirement Planning, Life and Health Planning, Education Planning & Mortgages

Provides a Distinctive Style of Independent Wealth Management ● They Help you Determine an Investment Strategy Appropriate for your Needs and Using the Investments Best Suited to your Investment Attitude and Tax Position

Registration 02696740

justask@lowndesonline.co.uk

lowndesonline.co.uk

Reviews

Mon - Fri 9:30 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report

JWA FINANCIAL PLANNING

2 Ffordd Pengam, Alexandra Gate, Cardiff CF24 2SA

Since 2009

Integrated Tax Strategies, Risk Management, Investment Management, Retirement Planning, Business Planning Considerations and Estate Preservation, Pension Planning, Wealth Management, Savings Planning, Lifestyle Financial Planning, Protection Planning, Divorce Planning, Long Term Care Planning, Mortgages, Trusts & Wealth Preservation

Offers Free Consultation ● They Help their Clients Plan Ahead to Ensure a Bright Financial Future for themselves their Families and their Business ● You Want to Develop a Long-Term Relationship with an Advisor Who Will Be Focused on your Desired Outcomes

Registration 608750

enquiries@jwafinance.com

jwafp.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report