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 Planning Association 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. 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 and Financial Planning Association. We provide Financial Advice in Cardiff, but we also provide advice to clients in other areas of the U.K.