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    Financial Consulting Courses Cardiff Near Me

    Financial Planning Wales Ltd Financial Planning Business Ltd JWA Financial Planning Create Wealth Management Darren Nathan - Financial Services
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    1. Financial Planning Wales Ltd - Pontcanna

    路 4 reviews

    62 Cathedral Rd, Pontcanna, Cardiff CF11 9LL, United Kingdom

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    1. 1. Chartered financial planners in Wales offering professional, independent advice to help you take control of your finances and create wealth.
    2. 2. Trust skilled professionals committed to building successful long-term partnerships to achieve your financial objectives and aspirations.
    3. 3. Gain insight into our planning and investment process to make smart decisions and avoid costly investment pitfalls.
    4. 4. Stay vigilant against cyber fraud risks by exercising caution with emails, attachments, and requests for bank details.
    5. 5. Join our mailing list for regular updates on all things financial and trust in our authorized and regulated services by the Financial Conduct Authority.

    2. Financial Planning Business Ltd - Radyr and Morganstown

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    路 0 reviews

    First Floor Office, 5 Station Rd, Radyr, Cardiff CF15 8AA, United Kingdom

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    1. 1. Personalized Financial Planning: Tailored advice to secure your financial future, focusing on your goals, dreams, and family's well-being.
    2. 2. Expertise and Experience: Trust our knowledgeable team to listen, understand, and create a solid financial plan just for you.
    3. 3. Clear and Jargon-Free Advice: Receive straightforward recommendations on the best financial products for your unique circumstances.
    4. 4. Comprehensive Wealth Management: Protect your assets, plan for the future, and build a brighter tomorrow for you and your loved ones.
    5. 5. Regulated and Trusted: Registered with reputable authorities, ensuring compliance with UK regulations for your peace of mind.

    3. Sanctuary Financial Planning - Splott

    路 2 reviews

    15/16 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ, United Kingdom

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    1. 1. Trustworthy financial advice: Our team of planners understand your needs and execute strategies to meet your goals and aspirations.
    2. 2. Bespoke financial planning: Ensure your money lasts as long as you do with a tailored plan for the life you want.
    3. 3. Financial readiness test: Take our test to make more informed choices and lead your ideal life.
    4. 4. Exclusive mortgage rates: Save time and money with access to our independent advisors for the best mortgage deals.
    5. 5. Retirement planning: Start investing early for the retirement you envision, with expert advice on inheritance and estate planning.

    4. JWA Financial Planning - Tremorfa

    路 5 reviews

    Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, United Kingdom

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    1. 1. ICANN's Expired Registration Recovery Policy ensures fair access to expired domain names for businesses and individuals looking to establish their online presence.
    2. 2. JWA Financial Planning offers expert financial advice tailored to both individual and corporate clients in Cardiff and Newport.
    3. 3. With years of experience, JWA Financial Planning provides reliable and trustworthy guidance to help clients achieve their financial goals.
    4. 4. The team at JWA Financial Planning is dedicated to providing personalized solutions to meet each client's unique financial needs.
    5. 5. Trust JWA Financial Planning to help you navigate the complexities of financial planning and secure a stable financial future.

    5. FPS UK Financial Services - Thornhill

    路 1 reviews

    Ebony House, 19 Charlock Cl, Llanishen, Cardiff CF14 9FF, United Kingdom

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    6. Cavendish Financial Management - Butetown

    Driscoll Building 1, Ellen Street, Cardiff CF10 4BP, United Kingdom

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    7. Falfa - Canton

    3 Anglesey St, Cardiff, CF5 1QZ, United Kingdom

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    8. JWA Financial Planning - Penylan

    Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, United Kingdom

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    9. Financial Life Planning - Llandaff

    12 Greenwood Rd, Cardiff, CF5 2QD, United Kingdom

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    1. 1. Personalized Financial Life Planning: Tailored financial plans based on your unique story and goals for the life you want.
    2. 2. Comprehensive Approach: Beyond single products, we consider how every financial decision impacts your overall life.
    3. 3. Expert Guidance: Experienced advisors like Kate Shaw provide proactive, trustworthy, and results-driven financial advice.
    4. 4. Transparent Fees: Clear monthly fees with options for payment, ensuring you know exactly what you're paying for.
    5. 5. Full Range of Services: From mortgages to estate planning, we offer a wide range of financial services to meet your needs.

    10. Sovereign Finance - Castle

    26-28 Churchill Way, Cardiff, CF10 2DY, United Kingdom

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    11. Curran Financial Planning - Llandaff

    Tinnahinch, Fairwater Road, Cardiff CF5 2LG, United Kingdom

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    12. HMC Holistic LTD - Butetown

    路 1 reviews

    Suite 21, Regus House, Falcon Dr, Cardiff CF10 4RU, United Kingdom

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    13. RockWealth Cardiff IFA - Adamsdown

    Brunel House, 2 Fitzalan Rd, Cardiff CF24 0EB, United Kingdom

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    1. 1. Driven by evidence-based investing & fairer fixed fees - Our financial planning firm in Cardiff prioritizes transparency and maximizing returns for our clients through evidence-based strategies.
    2. 2. Setting the standard in evidence-based investments - We are committed to leading the way in the industry by offering innovative and sustainable investment solutions for our clients.
    3. 3. Providing financial services for sound decision-making - With offices across the UK, we aim to empower individuals in Cardiff with the knowledge needed to make informed financial decisions.
    4. 4. Setting the bar with financial guides & documentaries - Our resources go beyond traditional advice, offering clients a comprehensive understanding of their financial goals and options.
    5. 5. Committed to best information, service, and prices - As an appointed representative of a regulated firm, we prioritize providing clients with the best information and service to help them make informed investment decisions.

    14. Create Wealth Management - Pontcanna

    Sophia House, 28 Cathedral Rd, Pontcanna, Cardiff CF11 9LJ, United Kingdom

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    1. 1. Personalized Financial Guidance: Tailored advice to help you make informed decisions and secure your financial future with confidence.
    2. 2. Fee-Based Services: Award-winning financial planning and wealth management without hefty fees, ensuring your money works for you.
    3. 3. Compassionate Support: Understanding and sympathetic guidance through life's challenges, ensuring your financial security and peace of mind.
    4. 4. Professional Expertise: Experienced team led by Stephen, providing clear explanations and ongoing support for your investments and financial goals.
    5. 5. Client-Centered Approach: A trusted advisor who listens to your needs, offers flexible solutions, and prioritizes your financial well-being.

    15. Mulberry Wealth Management Ltd - Cyncoed

    路 2 reviews

    370 Cyncoed Rd, Cardiff, CF23 6SA, United Kingdom

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    1. 1. Independent financial advisers: Our duty is solely to you, providing impartial and professional advice in a friendly manner.
    2. 2. Established since 1996: With years of experience, we offer expert advice on pensions, investments, protection, and mortgages.
    3. 3. Directly authorised by The Financial Conduct Authority: Rest assured, we operate under strict regulations to ensure your financial security.
    4. 4. Focus and direction: Let us help you set goals for a comfortable financial future with our knowledge and expertise.
    5. 5. Visit our website: Discover who we are, our level of experience, and how we can assist you in achieving your financial goals.

    16. Black Horse - Castle

    James William House, 9 Museum Pl, Cardiff CF10 5BH, United Kingdom

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    17. Darren Nathan - Financial Services - Cathays

    Woodville Rd, Cardiff, CF24 4ED, United Kingdom

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    18. Seven Financial Group - Heath

    123 Caerphilly Rd, Birchgrove, Cardiff CF14 4QA, United Kingdom

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    1. 1. Experienced team of Independent Financial Advisers providing tailored advice for individuals and businesses.
    2. 2. Straightforward approach to help you achieve your financial goals with practical and jargon-free advice.
    3. 3. Free initial consultation at a time and place convenient for you to discuss your financial objectives.
    4. 4. Registered and regulated by the Financial Conduct Authority for your peace of mind and security.
    5. 5. Efficient complaint handling procedures in place, with access to the Financial Ombudsman Service if needed for resolution.

    19. Org Services - Castle

    28 Churchill Way, Cardiff, CF10 2DY, United Kingdom

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    1. 1. Specialist Consultancy: Tailored solutions for owner-operated businesses, covering sales, finance, HR, and more.
    2. 2. Experienced Advisors: Years of expertise exclusively with Owner Operated Businesses, backed by a network of expert partners.
    3. 3. Bespoke Approach: Everything we do is customized to your needs, focusing on you and your business goals.
    4. 4. Comprehensive Support: From workshops to one-to-one guidance, we help you navigate challenges and reach your objectives.
    5. 5. Business Guide: Whether starting, expanding, or maintaining, we'll guide you through the entire business spectrum effectively.
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