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Investment Advisors in Cardiff ready to help


The Mortgage Hut

The Mortgage Hut

The Mortgage Hut is verified Certificate of Excellence 2019

Providers of award winning mortgage advice across the UK. We have access to over 90 lenders and 12,000 products, so one of our professional, approachable and qualified advisers can help. 

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.  

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. 

Sterling Welsh Ltd

Sterling Welsh Ltd

This is what we do... Looking to buy your first home? Need to remortgage for a better rate and save money? Let us take away the hassle for you. Don't bother visiting numerous bank or surfing the web in the hope that you will get the best deal. Let one of our experienced brokers give you call to see if we can help. We don't charge a fee for the initial consultation and will speak to you on weekends and in the evening so that you don't have to take time off work. We guarantee to get you the best rate and we have a no quibble, 100% MONEY BACK GUARANTEE if you are not happy for any reason. So, what are you waiting for, give us a call now and we will be more than happy to help. I look forward to speaking to you soon. David 

Magenta Financial Planning

Magenta Financial Planning

 

CT Financial Planning & Wealth Management

CT Financial Planning & Wealth Management

 

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. 

HL Homes

HL Homes

 

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.  

Financial Brokers Ltd

Financial Brokers Ltd

Bespoke Whole of Market mortgage and insurance broker. Our Manager step by step dealing with you from price negotiations up to completion of purchase. We are specialist in dealing with difficult cases and guaranteed NO MORTGAGE = NO BROKER FEE. We provide property purchase and mortgage advice for Easter Europeans living in UK in them own languages, our main group of clients are Poles living in UK. Firma Financial Brokers Ltd jest brytyjskim brokerem finansowym obługujących klientów na terenie całej Wielkiej Brytanii. Nasi Managerowie obsługują klientów poprzez telefon, internet oraz drogą pocztową. Free initial financial consultation for foreigners living in the UK in their own languages. Residential Mortgages in the UK, Life, Critical Illness, Income Protection in the UK, Buy To Let Mortgage in the UK, Building and contents Insurance in the UK, Commercial Mortgages in the UK, Landlords Insurance in the UK, Bridging Loans in the UK, Commercial Insurance in the UK. Financial Brokers Ltd is authorised and regulated by the Financial Conduct Authority. The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. The fee for mortgage advice depends upon your circumstances but we estimate it will be 1%. Financial Brokers Ltd holds customer Credit Licence and Data Protection Licence. 

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

 

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

 

Pure Risks Ltd

Pure Risks Ltd

 

Profusion FX

Profusion FX

 

Vale Asset Management

Vale Asset Management

 

Kymin Financial Planners

Kymin Financial Planners

Kymin Financial Services is a long established firm of Financial Planners and have been offering financial advice to our clients since 1993. We are not tied to any bank, building society or network and are directly Authorised and Regulated by the Financial Conduct Authority. We offer a wide range of specialist services, including advice on investments, Inheritance Tax planning, trust and business planning, including all types of pension schemes and employee benefits, individual pensions and retirement planning as well as equity release and protection. We believe in providing a high quality service and building on long term relationships with our clients. We have a dedicated and skilled team of Financial Planners, research and technical support as well as administration staff who work together to effectively manage client’s money. Key to Kymin’s approach is a thorough and well informed investment process with a transparent charging structure. In summary, Kymin always puts the client first.  

Investment Advisors on Bark


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Example Investment Advisors Barks


What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£20,000 to £29,999

What is the status of your main residence?

Rented

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

£10,000 to £29,999

Which of the following do you want help with?

General financial planning, Investment review

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

I have around £20Kfrom a personal Injury Settlement and I think it would be sensible to invest the funds rather than squandering them on Airbook laptopss, UBIK, and other such ephemera.

What is your current career stage?

Already retired

What is your approximate annual income before tax?

Prefer not to say

What is the status of your main residence?

Owned outright

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

Prefer not to say

Which of the following do you want help with?

Annuities, General financial planning, Retirement planning

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

Horley, or Reigate area - Surrey or Crawley, W Sx

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned with a mortgage

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

Prefer not to say

Which of the following do you want help with?

Investment review, Property, Tax planning, Trusts or estate planning

Which location(s) would you consider to meet the advisor?

All

Any additional details?

Investment advice. Buy to let or other investment for income and growth


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