THREE BEST RATED CARDIFF FINANCIAL SERVICES

Best Financial Service in Cardiff

Handpicked Top 3 Financial Services in Cardiff. How do we actually find the most highly rated financial service? Our 50-Point Inspection includes everything from checking reputation, history, complaints, local reviews, nearness, satisfaction, trust and cost to the general excellence. That's not all... businesses do not pay us to list them. You deserve only the best!

PENGUIN WEALTH LLP

2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN

Since 2010

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

First Firm in the UK to achieve the hat-trick, becoming a Chartered, BS8577 Certified and CISI Accredited firm - Helps you understand if you have everything organised and in place to do what you want, in the time that you have

Adviser Firm of the Year Wales award in 2014

Registration OC371252

info@penguinwealth.com
penguinwealth.com

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

Based on my experience so far, I cannot recommend Penguin enough. All of the contact I have had with Penguin has been supportive, respectful, clear and transparent, professional and considered. I have never felt pushed into anything, only listened to, advised and informed. I have always felt that I can raise any question and that time can be made for me and my concerns and queries if and when needed. I find the review meetings and regular e-updates really useful. I'm very happy.
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BARTHOLOMEW HAWKINS LTD.

5 Oaktree Court, Cardiff Gate Business Park, Cardiff CF23 8RS

Since 2005

Pensions, Investments, Retirement Planning, Wealth Management, Estate Planning, Investment Management, Trust Planning, Family Wealth Planning, Ethical Investment Management, Trustee Investment Service, Pension Consolidation Advice, Lifetime or Annual Allowance Review, Pension Forecast Service, Venture Capital Trusts & Inheritance Tax Planning

Also have Office in Bristol - Provides independent financial advice to both private and corporate clients in all areas of financial planning across South Wales and the South West of England

Registration 5345179

justask@bhifa.co.uk
bhifa.co.uk

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

Richard provided me with excellent advice and assistance in consolidating my numerous pensions and provided great advice and delivery of annuity and cash release, I found him to be amiable open and honest.
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LOWNDES HALSDEN & PARTNERS LTD.

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

Since 1992

Life Assurance, Mortgages, Pensions, Savings & Investments

Independent personal Financial Planning specialists - Provides a distinctive style of independent wealth management, that is rare in today’s financial marketplace

Registration 02696740

justask@lowndesonline.co.uk
lowndesonline.co.uk

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

In the 10 years or more that Lowndes Halsden has been my Financial Advisers; I have been impressed and delighted by their sound judgement and by the quality of the advice. It's no coincidence that both my mother and my wife are also clients of Lowndes Halsden, as they feel the same as I do. Without Lowndes Halsden on our side none of us would have profited as much as we have done while investment conditions have been favourable.they are trustworthy, reliable and are true professionals.
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