BEST RATED » CARDIFF » FINANCIAL SERVICES

Best Financial Services in Cardiff

Expert recommended Top 3 Financial Services in Cardiff, UK. All of our financial services face a rigorous 50-Point Inspection, which 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 Directions

Since 2010

Personal, Financial and Retirement Planning, Annuity, Pension Review Service, Savings and Investments, Income Protection, Pension Valuation, Family Protection Needs, Wealth Management, Taxation Planning, Mortgage, Releasing Equity Service, Long-Term Care, Investment Strategy, Wills, Trusts, Portfolio Design & Construction

Penguin Wealth specialises in risk management and financial forecasting. They analyze your current and future tax position and use a scientific risk profiling methodology and arrange suitable plans to ensure security for your family. Their expert team guides you for every step and provides exceptional advice at all stages. Penguin Wealth also serves in Cowbridge.

Registration OC371252

[email protected]

penguinwealth.com

Reviews

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

TBR® Inspection Report

J W A FINANCIAL PLANNING LTD

2 Ffordd Pengam, Alexandra Gate, Technology Business Centre, Cardiff CF24 2SA Directions

Since 2009

Investments, Estate, Divorce, Insurances, Financial and Pensions Planning, Solutions for Business, Savings Accounts, General Investment Account, Auto-Enrollment, Key Man Insurance, Cashflow Modelling, Tax Efficient Savings, Executive Pensions, Shareholder Protection, Tax & Trust Advice

JWA Financial Planning in Cardiff provides a free, no-obligation initial consultation. They offer tailored financial advice from independent experts. Their crew also gives you an expert and independent financial advice for yourself, your family and your business. JWA Financial Planning mainly focuses on lifestyle financial planning and helps clients based in Newport, Swansea and Bristol.

Registration 608750

[email protected]

jwafinance.co.uk

Reviews

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

TBR® Inspection Report

LOWNDES HALSDEN & PARTNERS LTD.

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

Since 1992

Investments, Pensions, Savings, Life Insurance, Investment Strategies, Personal Financial Protection, Mortgages, Income Protection, Portfolio, Retirement, Inheritance Tax & School Fees Planning

Lowndes Halsden & Partners is a fast-growing Wealth Advice business founded in 1992. Their team focuses on work with clients to help them identify their dreams and goals and provides a distinctive style of independent wealth management. They offer cutting-edge solutions to facilitate the creation & stewardship of their clients. Lowndes Halsden offers fee-based independent wealth advice and investment management services to private individuals and businesses.

Registration 02696740

[email protected]

lowndesonline.co.uk

Reviews

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

TBR® Inspection Report