ISCA Wealth was established to help people make the most of their money whilst bringing simplicity to complex financial matters. With a wealth of experience we can offer a full range of bespoke solutions to help meet your ongoing financial goals and expectations. Can undertake all consultations remotely if required.
Our aim is to create a tailored solution for you to achieve your goals. We work in partnership with you to create a long-term financial plan that will meet your financial aspirations. This is achieved through a thorough advisory process and ongoing servicing for all of our clients. Your financial plan can include pensions, investments, savings or property – whichever best suits your requirements and circumstances.
At True Potential Wealth Management we continually search for better value and choice and are agile enough to respond to opportunities quickly. As a result our client are better informed, confident and empowered to reach their financial goals.
We achieve this by using the latest technology to provide straightforward and transparent financial advice in a simple and convenient way.
Geraint and the team at The Money Partnership are brilliant! I'm self employed so was worried about getting my new mortgage sorted but they were super helpful and quick, and the I was able to purchase my dream house! 100% recommend popping in for a chat! (and you get a biscuit too)
Sweetland Associates Ltd
Independent Financial Advisers offering sound investment, pension and financial planning advice.
We specialise in pension and retirement planning advice.
We also offer advice on protection planning including life assurance, critical illness and income protection.
For businesses, we offer business protection services including, key man assurance, shareholder protection and death in service cover.
Excellent advice, everything explained clearly and in a manner I could understand, Richard dealt with all the paperwork making it painless and easy for me. I’d been putting off reviewing my pension options because quite frankly I didn’t know where to start but Richard handled everything fantastically. I’d highly recommend!
Certificate of Excellence
For 30 years I have been providing financial planning advice for clients far and wide. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations. I want to make sure that you are another completely satisfied client who is happy to use us time and time again. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'. I am happy to discuss your requirements without charge, helping you to make the right decisions.
I want to make sure that you are another completely satisfied client who is happy to use us time and time again. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'.
What inspired you to start your own business?
For 30 years I have been providing financial planning advice for clients far and wide. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations.
Why should our clients choose you?
With both myself and Marcus living and working in Penarth, you couldn’t ask for a more stable work life balance. We have clients across the country, but the vast majority of relationships have been built up in and around the Vale. Although we offer home visits many of our clients are happy to travel to Penarth and combine a meeting with a visit to one of its beautiful array of local coffee shops and restaurants. We are strongly committed to being part of our local community and take pride in the support we offer to local charities, organisations, businesses & Sports clubs.