Connect with Top-Rated Financial Advisers in Cardiff!

Penguin Wealth Management is a financial planning company that helps individuals and families plan their financial futures. We offer a complete service, providing all the answers you need in one place. Our team of experienced financial planners will work with you to develop a personalized financial plan, helping you achieve your financial goals and live the life you planned. With offices in Cardiff and Cowbridge, we serve clients across Wales and beyond.

Blackstone Partners is a team of highly qualified, dedicated, Independent Financial Advisers, offering impartial and tailored advice. Our mission is to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives.

Morgan Peterson is a financial services company that offers a personal approach to financial planning, providing tailored advice and guidance to individuals, families, sports players, and businesses across the UK. Our team of experienced financial advisors work with clients to understand their unique financial goals and objectives, providing bespoke financial solutions that meet their specific needs.

SJP is a financial planning and investment management firm that provides bespoke financial solutions to individuals and businesses. We pride ourselves on building long-term relationships with clients and offering tailored advice to help them achieve their financial goals. We are a Senior Partner Practice of St. James's Place, one of the UK's largest financial advice companies.

JP Private Clients LLP is a financial advisory firm that specializes in providing bespoke wealth management advice to private and corporate clients. The company engages with a select number of like-minded clients to build and secure real wealth. With a focus on building value and long-term security, the firm provides a wide range of services to help clients achieve their financial goals. These services include wealth management, financial planning, and investment management. The company is part of the St. James's Place network and has a team of experienced advisors who work closely with clients to understand their financial requirements and provide tailored advice.

HawkinsThomas Wealth is a specialist financial advice firm that provides high-quality services to help individuals and businesses achieve their financial goals. We offer a wide range of services, including financial planning, wealth management, retirement planning, and business owner support. Our team of experienced advisors work closely with clients to understand their unique needs and goals, providing tailored solutions to help them achieve financial security and peace of mind. Whether you're looking to build, grow, protect, or preserve your wealth, we're here to help.

Hill & Co Financial Advisers Ltd is a leading financial planning and wealth management company, providing personalized advice and services to individuals and businesses throughout the UK. With over 25 years of experience, the company offers a wide range of services to help clients achieve their financial goals, including wealth creation, protection, and preservation. The team of experts at Hill & Co Financial Advisers Ltd specializes in providing high-quality advice on various aspects of wealth management, working closely with clients to help them achieve their financial objectives. Whether you're looking to build, grow, protect, or preserve your wealth, Hill & Co Financial Advisers Ltd has the expertise and resources to help you achieve your goals.

Burley Fox is a boutique financial services firm that offers highly personalised services to a select group of individual private clients, private corporate and public companies and trusts. We seek to deliver excellence to all our clients, built on a quality relationship and supported by, consistently delivering on the mutually agreed investment mandate.

Driven to help families lead more fulfilling lives, UNIQ Family Wealth balances expertise and approachability to deliver award-winning tax, mortgage, retirement, and investment support for families and businesses. With a people-first approach, the company provides personal, hands-on financial advice in Cardiff, London, and Bristol. Their team of experts helps clients create long-term financial plans, manage their wealth, and achieve their goals. The company's services include retirement planning, estate planning, tax planning, and investment principles, among others. By delivering tailored financial solutions, UNIQ Family Wealth aims to help clients live a 'Life Well Lived'./

Chris Leach & Associates Ltd is a leading financial advisory firm providing bespoke financial services to individuals and businesses. Our expert team of financial advisers offers a comprehensive range of services including investment planning, retirement planning, financial planning, and long-term care planning. Our team takes the time to understand our clients' unique needs and goals, providing personalized advice and tailored solutions to help them achieve their financial objectives. With over 30 years of experience, we have built a reputation for providing exceptional guidance and outstanding customer service.

Lyles' Independent Financial Advice is a professional and friendly team-based financial advisory firm that provides a range of services including financial planning, savings and investments, pensions and retirement protection, tax planning, estate planning, and business planning. Our experienced team of Independent Financial Advisers work closely with clients to develop personalized plans tailored to their individual needs and long-term objectives. With a focus on building strong relationships and ongoing support, we help our clients achieve their financial goals and secure a brighter future.

We are a team of experienced financial advisers based in Cardiff, South Wales, providing expert advice on a range of financial services for individuals and businesses. Our advisers have over 20 years' experience and are fully qualified to help you with your financial planning requirements. Whether you're looking for an investment opportunity, planning your retirement, purchasing a property or seeking financial advice, we're here to help. Our financial advisers can arrange an appointment at our local office in Cardiff or in the comfort of your own home. Our aim is to build trust and develop long-standing relationships with all of our clients. We aim to provide the highest levels of customer service at all times, taking the time to get to know you and advise you about the most suitable options available for your personal circumstances.

Millfield Wealth Management Limited is a trading name of Millfield Wealth Management Limited, a financial advisory business that provides bespoke wealth management advice to private and corporate clients across the South of England and South Wales. With a wide range of services, Millfield Wealth Management helps individuals and businesses build, grow, protect, and preserve their wealth. Our team of experts works closely with clients to understand their financial goals and provides tailored advice and guidance to help them achieve those goals. Whether you're looking to build wealth, grow your business, protect your assets, or preserve your wealth for the future, we're here to help.

AMG Wealth Solutions is a firm of independent financial advisers specialising in providing advice on pensions, investments, mortgages, protection, and auto enrolment. We understand that taking financial advice can be a daunting process, so we aim to make it clear, simple, and enjoyable for all our clients. Our team of expert advisers work with you to understand your goals and circumstances, providing impartial advice to ensure you get the best possible deal. With a focus on you and your future, we're here to arm you with the knowledge, skills and solutions to help you take control of your finances for the most tangible results.

WPS Wealth provides independent financial planning advice, offering a range of services including investments, insurance, pensions, and mortgages. With a team of experienced and qualified financial planners, the company provides whole-of-market advice to help clients achieve their financial goals. Services include Investments, Retirement Planning, Life Assurance, Mortgage Advice, and Trustee Advice and Estate Planning.