3 Best Financial Services in Cardiff

“Premier Financial Solutions provides comprehensive mortgage, pension, and investment advice, always putting your outcomes at the heart of their services. Andy Gardner serves as the firm's financial planner and mortgage adviser. The firm is committed to delivering high-quality financial advice from a trusted advisor and aims to build long-term client relationships based on mutual trust and openness. Premier Financial Solutions takes a holistic approach to consider all aspects of your financial affairs. They support their team members in reaching new heights in skills and qualifications by offering encouragement, training, and education to help them achieve their career goals. They are fully registered with the Financial Conduct Authority and adhere to a comprehensive program of continuous development to ensure their skills and expertise are maintained and current. For friendly and straightforward advice, contact them to schedule an appointment.”

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“Penguin Wealth's goal is to ensure you have everything organised to achieve what you want within the time you have. Craig Palfrey is the firm's certified financial planner. At Penguin Wealth, the team believes that life is for living. You only get one chance to make your mark and pursue your passions. Their processes reflect their principles and the support team's accreditations, all of which position them to help you live the life you deserve. They are dedicated to making a measurable difference in people's lives, as evidenced by their accreditations and awards. The Penguin adviser team believes they have the best jobs in the world. They get to help you plan for a more comfortable and enjoyable future. Penguin Wealth has helped 4,000 people and families, established 350 wills and lasting powers of attorney, and brings over 80 collective years of financial experience.”

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“RWB Wealth Ltd prides themselves on serving every individual, regardless of their circumstances, believing everyone should have access to financial advice for making the right decisions at the right time. Their advisers bring a wealth of knowledge and experience to guide you through your financial journey, and they are all fully qualified and registered. They offer flexible meeting options, including face-to-face meetings at their office or your home and video chats via Zoom, based on what is most convenient for you. The initial meeting is no obligation, and all discussions about costs and charges are completely transparent and agreed upon before further work is undertaken.”

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