BEST RATED » CARDIFF » FINANCIAL SERVICES

3 Best Financial Services in Cardiff, UK

Expert recommended Top 3 Financial Services in Cardiff, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

PENGUIN WEALTH LLP

2 Raleigh Walk, Brigantine Place, Cardiff CF10 4LN DIRECTIONS

Since 2010

Here’s The Deal:
Penguin Wealth LLP is an independent financial advising firm in Cardiff, UK, specialises in risk management and financial forecasting. Craig Palfrey is the managing director, certified financial planner, and chartered wealth manager of the Penguin Wealth LLP. Oliver Pughe, Gavin Baos, and Thomas Davies are financial planners at the firm. The team listens to you intently and so understands your personal values and goals. They analyse your current and future tax position, 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. The professional team helps you gain a much more fulfilling lifestyle and a clearer financial perspective. You can also book a 15 minute, no-obligation self-audit call with a member of their Advice Team.

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

Registration 830057

[email protected]

penguinwealth.com

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

TBR® Inspection Report:

RWB WEALTH LTD

Sophia House, 28 Cathedral Road, Cardiff CF11 9LJ DIRECTIONS

Since 2019

Here’s The Deal:
RWB Wealth Ltd guides you through the world of financial planning in Cardiff, UK. They believe in excellence, efficiency, and integrity while giving each client a full financial planning service. Christopher Raymond is the financial planner at RWB Wealth Ltd. He has a broad range of knowledge and experience to lead you through your financial journey. He is fully qualified and controlled by the Financial Conduct Authority (FCA). The team offers a complete range of retirement planning solutions and periodically reviews your plan to ensure it remains on track. They provide flexible meeting arrangements, including face-to-face meetings either at their office or your home or video chat meetings. RWB Wealth Ltd offers a free initial consultation to discuss your requirements and current financial position.

SPECIALITY:
Pensions, Investments, Mortgages, Financial Planning, Inheritance Tax, Trusts, Children’s Pensions, Family Separation/Divorce, Wills, Corporate Advice & Full Financial Plan

Registration 11978941

[email protected]

rwbwealth.com

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Mon-Fri: 9am - 7pm
Sat & Sun: 9am - 1pm

TBR® Inspection Report:

LOWNDES HALSDEN & PARTNERS LTD.

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

Since 1992

Here’s The Deal:
Lowndes Halsden & Partners Ltd is a fee-based independent financial consultancy firm in Cardiff that provides investment management and financial planning services to private individuals and businesses. The firm has been serving the local community since 1992. The team focuses on working 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 and stewardship of their clients. They have an in-house pension specialist and permissions from the FCA to handle Discretionary Fund Management. Lowndes Halsden & Partners put great importance on personal service. By getting to know your existing situation and your future needs and objectives, they can provide you with carefully thought out and imaginative advice. The firm is directly authorised and regulated by the Financial Conduct Authority (FCA).

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

Registration 02696740

[email protected]

lowndesonline.co.uk

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

TBR® Inspection Report: