Find the 3 Best Financial Advisers in Cardiff

Browse 3 financial advisers serving Cardiff, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
Lowndes Halsden & Partners is an independent financial advisory firm based in Cardiff, specialising in wealth management, pensions, investments, and mortgage solutions. We provide tailored financial planning services to private individuals and businesses, combining expert knowledge with a personal approach. Our FCA-regulated services focus on creating long-term financial security for clients through comprehensive, tax-efficient strategies.
Investments Pensions Life Insurance
Excellent service Highly recommended Very helpful adviser
4 reviews
Abram Partnership
34 Years
4 reviews
Abram Partnership provides independent financial advisory services in Cardiff, specialising in investment solutions, retirement planning, tax efficiency strategies, and protection products. With over three decades of expertise, we help clients achieve financial security through personalised, tax-conscious planning. Our client-centric approach combines deep market knowledge with a commitment to regulatory compliance and long-term relationship-building.
Investment Planning Retirement Strategy Tax Mitigation
Highly recommend Sound financial advice Approachable team
Financial Planning Wales is a chartered financial advisory firm established in 1999, offering independent financial planning and investment management services to UK individuals and businesses. Our client-centric approach focuses on long-term wealth management through goals-based strategies and proactive financial guidance. We combine technical expertise with ethical standards to help clients achieve their financial aspirations.
Financial Planning Investment Management Pension Planning
Expertise Approachable Proactive guidance
Newport (10.7 mi) Bristol (25.1 mi) Pontyclun (7.9 mi) Porth (13.2 mi) Burnham-on-Sea (18.5 mi) Porthcawl (22.6 mi) Abergavenny (24.5 mi)