Expert Financial
Advice in Cardiff
Independent financial advisers helping you secure your financial future with personalised mortgage, investment, and protection solutions across Wales.
Financial Services
Tailored for You
Comprehensive financial planning services designed to help you achieve your goals, whether you're buying your first home, planning for retirement, or protecting your family's future.
Mortgages
First-time buyers to remortgages
Expert mortgage advice for first-time buyers, remortgages, and buy-to-let properties. Access to exclusive rates from leading UK lenders with personalised guidance throughout the entire process.
Investments
ISAs, pensions & portfolios
Comprehensive investment planning including ISAs, SIPPs, and diversified portfolios. We help you build wealth for the future with tax-efficient strategies tailored to your risk appetite and goals.
Protection
Life, critical illness & income
Comprehensive protection insurance to safeguard your family and income. From life insurance to critical illness cover, we ensure you're protected against life's uncertainties.
Ready to Start Your Financial Journey?
Book a free, no-obligation consultation with our expert financial advisers. We'll assess your needs and create a personalised plan to help you achieve your financial goals.
Trusted Financial
Experts Since 2003
Based in the heart of Cardiff, we've been providing independent financial advice to individuals and families across Wales for over two decades. Our team of qualified advisers are committed to helping you make informed decisions about your financial future.
As independent financial advisers, we're not tied to any single provider, which means we can search the entire market to find the best solutions for your unique circumstances. Whether you're a first-time buyer looking for a mortgage, planning for retirement, or seeking to protect your family's income, we're here to guide you every step of the way.
Your Financial Future
Is Our Priority
What Our
Clients Say
Don't just take our word for it. Here's what some of our satisfied clients across Wales have to say about our financial advisory services.
"The team at Cardiff Financial made buying our first home stress-free. They found us a brilliant mortgage rate and guided us through every step. Couldn't recommend them highly enough!"
"Excellent advice on my pension planning and ISAs. They explained everything clearly and helped me build a diversified portfolio that's performing really well. Professional service."
"After having children, we needed life insurance quickly. The team sorted everything efficiently and found us comprehensive cover at a great price. Peace of mind achieved!"
"Saved us thousands on our remortgage! They searched the whole market and found a deal our bank couldn't match. The process was smooth and communication excellent throughout."
"As a first-time landlord, I needed expert guidance. Cardiff Financial found me the perfect buy-to-let mortgage and explained all the implications clearly. Fantastic service!"
"Had several old pensions that needed sorting. The team consolidated them into a SIPP and my investments are now performing much better. Very knowledgeable advisers."
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Get Your Free
Consultation Today
Ready to take control of your financial future? Contact our expert team for a free, no-obligation consultation. We're here to help you every step of the way.
Book Your Free Consultation
Cardiff Office
Floor 2, Capital Quarter
Tyndall Street
Cardiff CF10 4BZ
Opening Hours
Evening and weekend appointments available by arrangement.
Prefer to Call?
Speak directly with one of our qualified advisers for immediate assistance.
Call Now: 029 2012 3456