Financial Planning

Made Easier

Guiding You Through The World Of Financial Planning

RWB Wealth prides itself on being one of the most positively reviewed financial advisers Cardiff has to offer. We believe in excellence, efficiency and integrity whilst providing a full Financial Planning Service for every individual client.
FINANCIAL PLANNING

THE IMPORTANCE OF FINANCIAL PLANNING

Financial planning is a broad term that includes everything from buying a home to planning for your retirement, to protecting your loved ones.

Financial planning can start as soon as you’re born and involves making the most out of your own personal financial situation. RWB Wealth is a Financial Advisor that provides a full financial review for every client and we help to highlight any financial shortcomings or opportunities. From here we can begin to build a suitable financial plan based purely on your own personal circumstances.
FINANCIAL PLANNING

WHAT WE OFFER

We offer an initial consultation at no costs to yourself and following that we will clearly disclose any fees that would be applicable to your situation, allowing you to decide whether to progress any further.

We never pressurise our clients and pride ourselves on our straightforward, transparent approach to financial planning. RWB Wealth is one of the most positively reviewed Cardiff Financial Advisors. We provide Financial Advice in Cardiff, but we also provide advice to clients in other areas of the U.K.
rwb wealth financial planning

What we can do for you

MORTGAGES

RWB Wealth provide mortgage advice in Cardiff and to the rest of the U.K. We provide mortgage advice which is representative of the whole of the market...
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PENSIONS

Retirement planning can be complicated, but the earlier you start, the more rewarding it can be. A good financial plan can allow you to live the lifestyle of your choice...
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INVESTMENTS

RWB Wealth do not believe in a minimum investment amount, we fully understand that you have to start somewhere. RWB Wealth can provide...
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PROTECTION

Protecting yourself is one of the most important parts of financial planning, however, many people often overlook this area...
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OTHER SERVICES

The only two things that are certain in life are death and taxes, and unfortunately, Inheritance tax covers both...
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The Financial Conduct Authority do not regulate Inheritance Tax Planning.
RWB Wealth are a breath of fresh air! They are always available to discuss financial issues, big or small and nothing is too much trouble. Their extensive knowledge provides you with complete comfort knowing that you are receiving the best advice possible. They are down-to-earth, friendly and provide complete reassurance.”


Josh Walsh

Director at Enjovia

Financial Insights

We will shortly be adding several articles that focus on the latest topics that could have an impact on your finances.

Have any questions?
Want to know a little more?

We’re here to help you with any of your questions. If you’d like to contact us or have a query, please fill in our form and we’ll get back to you.
You can send us a message or call us at:
T: 02920263360
E: [email protected]
RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU
© Copyright 2020 RWB Wealth – RWB Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorized and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/) under references 440703 and 440718. The guidance and/or information contained within this website is subject to the UK Regulatory Regime and is therefore targeted at consumers in the UK.
RWB Wealth Ltd is registered in England and Wales, Company Number: 11978941. Registered Address: RWB Wealth Ltd Regus House Malthouse Avenue Cardiff Gate Business Park Cardiff CF23 8RU
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