Best Financial Services in Cardiff

Handpicked Top 3 Financial Services in Cardiff. How can we actually say this? Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 1992

Life Assurance, Mortgages, Pensions, Savings & Investments

Independent personal Financial Planning specialists

Registration 02696740

Monday - Friday 9:30 am - 5:30 pm

Easily Recommended Financial Adviser. After having my free meeting with their very knowledgeable adviser I found myself at ease and I understood everything, for once. He explained all my affairs in a way I could understand and never rushed me. Surprisingly, they covered all my financial affairs and even helped in areas I never thought an IFA would since I know they wouldn't get paid for doing this work. My first meeting was followed up with another free meeting to make sure I was happy and that

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


Since 2005

Pensions, Investments, Retirement Planning, Wealth Management, Estate Planning & Inheritance Tax Planning

With branches in Cardiff & Bristol

Registration 5345179

Monday - Friday 9:00 am - 5:00 pm

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


Since 2009

Pensions, Retirement Planning, Wealth Management, Estate Planning, Savings, Investments, Lifestyle Financial Planning, Protection Planning, Long Term Care, Trusts & Wealth Preservation

Specialises in Business Protection & Independent Mortgage advice

Registration 608750

Monday 10:00 am - 5:00 pm Tuesday - Friday 9:00 am - 5:00 pm

They provide objective advice to individuals, families and businesses, tailored to their specific needs.
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Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA