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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 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.

WHAT WE CAN DO FOR YOU

Mortgages

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….
pensions

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 when you retire….
INvestments

INVESTMENTS

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

PROTECTION

Protecting yourself is one of the most important parts of financial planning, however, many people often overlook this area….
Trusts 1

Other Services

The only two things that are certain in life are death and taxes, and unfortunately, Inheritance tax covers both…..
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