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Independent Financial Advisors in Cardiff ready to help


Henden Financial

Henden Financial

Henden Financial specialise in providing independent mortgage advice. This means we work entirely on behalf of our clients and only have one priority – you. Our aim is to make the mortgage process as easy as possible and create financial security for our clients. Our fresh approach blends modern methods with traditional values. We have created a service designed to significantly reduce the time and effort involved in arranging your mortgage, while making sure you receive financial advice and service of the highest standard. By combining the latest technology, expert advice and excellent service, we can create and deliver tailored mortgage solutions in a fraction of the time it takes more conventional routes and we often find solutions where others can’t. Welcome to Henden Financial. 

Ministry of Mortgages

Ministry of Mortgages

Here at Ministry of mortgages we are exceptionally proud of our customer service values; this is due to our number one priority of always seeking to give you an experience that is second to none whilst looking to achieve the best savings possible when it comes to your mortgage and protection needs. - First Time Buyers -Buy To Let -Remortgage -New Build -Credit Impaired  

The Mortgage Shop

The Mortgage Shop

We offer professional mortgage advice and ensure that we always keep up to date with the latest mortgage and re-mortgage rates available in the market. The mortgage market has been in a state of upheaval for the last few years and securing a loan can be tricky. Whether you are moving house, re-mortgaging, a first time buyer, or looking for a buy to let mortgage, you need an experienced financial adviser more than ever. We are in no way affiliated with any other bank or financial organisation and offer a whole of market solution to meet your requirements. Your initial meeting will be completely free of charge and you will be under no obligation, for more information contact us.  

Pure Mortgage and Protection

Pure Mortgage and Protection

Pure Mortgage and Protection is verified Certificate of Excellence 2019

Buying a home is the biggest purchase of your life, and small mistakes can cost you a lot. That's why at Pure Mortgage and Protection we help you navigate safely through the whole process . It's just not as easy, as grab a mortgage, grab the keys and you're in. During our first meeting we will be able to establish how much you could borrow and make sure you have taken note of all the costs attached to buying a home. These may be more than you think. Once you have found your dream home, we can get started on all the procedures and small print you will need. Our Mortgage and Protection specialist looks after each application, liaising with the Estate Agent, Lender, Surveyor, Solicitor and yourself throughout. You are kept up to date at every stage which means you can get on with your day-to-day jobs, safely in the knowledge your mortgage and insurance is progressing as it should. Pure Mortgage and Protection are not only specialist mortgage advisers, but we can get the most suitable insurance policies for your personal insurance cover. We will look at what's availble to cover your income in case you are unable to work due to sickness or disability and ensure you can pay your bills. We will also look at paying your mortgage in full in the event of your untimely death. As well as recommending the most suitable policies to suit you, we’ll also help with paperwork to make sure your insurance cover is in place when your mortgage completes. 

Umbrella Financial

Umbrella Financial

 

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Lisa Price Financial Services

Lisa Price Financial Services

 

Magenta Financial Planning

Magenta Financial Planning

 

Business Butler

Business Butler

Business Butler is based in Swansea and provides business services across South Wales. Active across the region, from Cardiff to Neath, Bridgend to Newport and Swansea to Chepstow; we are connecting with businesses and helping them grow. Our range of services is as diverse as the experts we work with. Our protection specialist can protect the future of your business with key man insurance and shareholder protection, whilst our financial advisers and accountants can look after the personal wealth of business owners and employees. Mortgage services, both residential and commercial, are provided across the region as is business development advice which is provided by an in-house specialist who offers expert advice on funding, growth and strategy. All of our experts are fully vetted and offer a free initial session. 

George Property and Financial

George Property and Financial

 

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" "I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. "Providing financial advice on all aspects of financial planning, including savings, pension planning and investment planning (etc) to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

John Cummins Mortgage Broker

John Cummins Mortgage Broker

John Cummins Mortgage Broker  is verified Certificate of Excellence 2019

We offer an whole of market out of hours mortgage and insurance service. 

Sanctuary Financial Planning

Sanctuary Financial Planning

 

Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath is verified Certificate of Excellence 2019

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances. Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. That is exactly what I’m here to do. 

City Asset Management

City Asset Management

We offer Investment Management & Financial Planning services. Whilst the future is uncertain, it is more reassuring to face it with a clear financial plan which helps you organise your finances to make the most of your money and deal with situations you may not have foreseen. Our team of Chartered Financial Planners are not only experts with money, but also have long-standing experience of advising individuals, couples and families, companies and trusts.  With their guidance, you can have the confidence that you have a strategy for whatever the future might bring. Your financial planner will also help you understand the choices available to you now and how they might affect what you can do in the future. Our financial planning service is predominately fee based and we will provide and agree with you any fees before any work is undertaken.   Our investment management services focus on delivering returns well above inflation after our costs. This approach offers several benefits: 1. The performance benchmarks we chase have always risen in value, regardless of what global markets have done.  2.  Our approach targets genuine wealth creation which, in turn, supports you and your lifestyle ambitions. 3. Inflation plus benchmarks cannot be bought, giving us the freedom to hunt for returns because we are not tied to a list of assets chosen years ago. 4. We believe that enhancing your spending power is success. Outperforming a falling benchmark, in our view, is not. We are an outcome driven firm. Our mission is to make our clients wealthier in real terms.  

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Future Asset Management LLP

Future Asset Management LLP

 

Barley Investment

Barley Investment

Am direct mandate to the provider of bank instruments,such as fresh cut BG, SBLC, MTN and LC which are specifically for lease, our Bank instruments can be engage in PPP Trading, Discounting, Signature Project(s) such as Aviation, Agriculture, Petroleum , Telecommunication, Construction of dams, Bridges, Real Estate and all kind of projects. Right now we currently have options for lease only and we can deliver instruments strictly with our terms and procedure only Email: appavdoraddiafinance at gmail com Skype ID: raddiasblcleasing We allow broker’s chain and our prices are negotiable. We don’t deliver within our jurisdiction only, we deliver to our clients regardless their location. Our working procedures will be sent upon request. 

Momentum Investing

Momentum Investing

 

HMC Holistic LTD

HMC Holistic LTD

 

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

ewanp@morganpeterson.co.uk

ewanp@morganpeterson.co.uk

We offer a personal approach to Financial Planning, based in Cardiff with a presence across South Wales, London and surrounding area, serving individuals, families, sports players and businesses. 

Mortgage Style

Mortgage Style

 

Prism Independent Financial Advisers Ltd

Prism Independent Financial Advisers Ltd

Prism Independent Financial Advisers Ltd is verified Certificate of Excellence 2019

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. Having worked for many years in the financial services industry in many different sectors, we are very well placed to advise clients. Our team has gained experience working for high street banks, national insurance companies and for many years as independent advisers. We have gained valuable knowledge and are fully aware of the pitfalls when advising clients on their needs and requirements. Our four key principles are honesty, integrity, reliability and value. We believe in developing long-term relationships with our clients, so that you know to whom to turn for any financial issues. As independent advisers, we are not tied to any companies and serve only you, the client. We will not surprise you with any hidden costs. For this reason, we believe we offer a service you can trust. 

Bowen Coade Busst LLP

Bowen Coade Busst LLP

Bowen Coade Busst LLP is an Independent Financial Planning practice based in North Somerset and Bristol. Tom Ackland is a Chartered Financial Planner specialising in the following areas: Investment planning Pensions Inheritance Tax planning All initial discovery meetings are free of charge.  

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk is verified Certificate of Excellence 2019

Independent Mortage specialists Any circumstance considered Soft credit search (doesn`t affect your credit rating) Previously refused we can help. CCJ`s & adverse credit ignored. Our Financial Advisors have many years of experience working within the Financial Services sector and are all regulated and authorised by the Financial Conduct Authority. We only get paid once we`ve found and you have accepted the mortgage offer we have found for you. No appointment necessary, all applications can be done by phone & email. 

Fortuna Major

Fortuna Major

Pension specialists, excelling in all things relating to pensions including investments, final salary pension transfer advice, property purchase, self investment, company pensions, autoenrollment and drawdown. Also experts in annuities, equity release and inheritance tax planning. 

Comera Financial Consultants Limited

Comera Financial Consultants Limited

Comera Financial Consultants are ethically focussed Financial Consultants, Independent Financial Advisers and Accountants who offer a principled approach to achieving your objectives. As an SME ourselves, we are huge fans of small businesses but we understand that life as a company owner can be as challenging as it is rewarding, and we want to make sure that we enhance the positives and minimise the risks. As a business owner, you want a service which caters as much to your business aspirations as to your personal aspirations that’s why we look at your overall situation and work on providing a harmony between the two. ​We are here to assist you, [CALL TO ACTION] 

Hodge Bakshi Wealth Management

Hodge Bakshi Wealth Management

 

Stephen Elvin Wealth Management

Stephen Elvin Wealth Management

 

Hawkins Wealth Management

Hawkins Wealth Management

 

Wealthmasters Financial Management Ltd

Wealthmasters Financial Management Ltd

 

Empire Business Group Ltd

Empire Business Group Ltd

In 2015, Empire Business Group Limited was born while working at the House of Commons as one of the supervisors at facilities department in 2015. After three months, I met my wife who at one point was my business partner, after few years, our relationship broke down in August 2018, then she had to resigned from her duties at EBG Ltd. As a goal driver, EBG Ltd has to sustained and grow. This led me to take full ownership and responsibilities of EBG Ltd. Indeed, Empire Business Group Ltd (EBG Ltd) is a “one stop shop” company which aims to assist and help individuals and organisations new to the UK which are struggling to succeed here or are wishing to boost their prospects, to find their feet, utilise their talents and compete in one of the most rewarding and challenging markets in the world. From consultancy, through development to implementation, we offer a wide range of end to end services across various industries to whoever is desiring to soar to new heights. Either they are individuals or businesses, either it is for their own interest or for the interest of their whole organisation, we aid and personalised solutions to meet their needs are. Students, families, new business owners and corporations, we are here to plug them into the resources they need to thrive. Our core services are : o Legal Advisory and Consultancy o Financial and Accountancy o Technology Consultancy o Business Consultancy o Property Consultancy o Education o Energy Some services in details, such as Accountancy service: Accountancy Services Financial Services Book-keeping Services Payroll Administration Self-Assesment Personal & Corporate Tax Year-end Accounts Preparation Monthly Management Accounts VAT Returns- if registered Annual Company Returns Analysis of Financial Accounts Company registration with Business Bank A/C Insurance........... Today EBG Ltd offers support to individuals and organisations (both private and public), to entrepreneurs and students to help them to smoothly transition to life in the UK. We offer advisory services to overseas businesses looking to relocate or set up a business in the UK. And we consult for UK businesses that wish to source the very best talent from overseas, helping them to ensure that their new staff feel welcomed and at home so they can hit the ground running in their new company. Contact us today on 02039810160 or info@ebg-ltd.com or visit our website: https://www.ebg-ltd.com 

RWE Wealth Management

RWE Wealth Management

 

Introclub.co.uk

Introclub.co.uk

 

Damion Bartlett. Independent Mortgage and Protection Adviser

Damion Bartlett. Independent Mortgage and Protection Adviser

 

Mayfayre Financial Services Ltd

Mayfayre Financial Services Ltd

Mayfayre, established in 2004 are a small Somerset-based firm of Independent Financial Advisers who have built a strong, local reputation by providing solid and impartial financial advice, combined with a non-negotiable commitment to financial integrity, with friendly, professional service tailored to each client’s individual financial needs and situation. As completely independent Financial Advisers with access to almost the whole UK financial services market, we are fully committed to making sure that each client receives as much up-to-the-minute and objective financial information as they feel they need to help them make the right financial choices for their own financial future. 

Dream Catchers

Dream Catchers

 

Samuel Taylor

Samuel Taylor

 

Cathedral Financial Services LLP

Cathedral Financial Services LLP

 

Independent Financial Advisors on Bark


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Example Independent Financial Advisors Barks


How confident are you managing your finances?

Not confident

How old are you?

30-49

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£100,000 or more

In which location(s) would you like to meet the advisor?

At the advisor's office

Any additional details?

.

How confident are you managing your finances?

Very confident

How old are you?

30-49

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£10,000 to £19,999

What is the approximate total value of your cash savings and other investments?

Less than £1,000

In which location(s) would you like to meet the advisor?

At my location

Any additional details?

I have pensions everywhere, as well as AVCs. I would really appreciate advice about managing / rationalising / releasing pension savings.

How confident are you managing your finances?

Very confident

How old are you?

60 or older

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£30,000 to £49,999

In which location(s) would you like to meet the advisor?

Internet or phone (no face to face meeting)

Any additional details?

pension transfer


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