ABOUT US

RWB Wealth

FAMILY, FINANCE, FUTURE

We provide a full financial advisory service, including inter-generational planning, to ensure you and your family are making the most efficient and effective use of your finances. We want to ensure your future is taken care of.


 

RWB WEALTH

Helping clients around the UK
reach their financial goals

We are a Financial Planning UK firm who provide advice on Mortgages, Pensions, Investments, Insurance and much more. We felt that something needed to change in the financial industry because the majority of people are not aware of the importance of financial planning and the benefits of having direct advice from a personal financial advisor. We provide a new aspect to financial planning,
ensuring that our clients are always our first thought.We pride ourselves in being an honest, transparent and straight-talking company; we always strive to provide the best service possible to our clients. By aligning ourselves with Quilter Financial Planning, we ensure that all advice is individually tailored to our clients and that you receive the best outcome possible.

Common questions asked are: how much does a financial advisor cost, what is a financial plan, how much does financial advice cost and how to find a financial adviser and which financial advisor should I use?

At RWB wealth management Cardiff there are no upfront fees and in no way is there an obligation to use our services. We do not believe in charging people for
enquiries, this is totally against our company ethos and why we strive to be the best financial advisors in Cardiff. At our meeting we can discuss your wants and needs and at that point we can discuss fees and if you are not happy then you will not be charged.

Please feel free to contact us for a FREE initial consultation to discuss your needs and current financial position.

OUR TEAM

– Christopher Raymond BA Economics DipFA

Financial Planner

– Geoff Boon BA DipFPS

Financial Planner

– Michelle Saubergue LLB (Hons)
Office Manager

FAMILY, FINANCE, FUTURE

We provide a full financial advisory service, including inter-generational planning, to ensure you and your family are making the most efficient and effective use of your finances. We want to ensure your future is taken care of.


 

RWB WEALTH

Helping clients around the UK
reach their financial goals

We are a Financial Planning UK firm who provide advice on Mortgages, Pensions, Investments, Insurance and much more. We felt that something needed to change in the financial industry because the majority of people are not aware of the importance of financial planning and the benefits of having direct advice from a personal financial advisor. We provide a new aspect to financial planning,
ensuring that our clients are always our first thought.We pride ourselves in being an honest, transparent and straight-talking company; we always strive to provide the best service possible to our clients. By aligning ourselves with Quilter Financial Planning, we ensure that all advice is individually tailored to our clients and that you receive the best outcome possible.

Common questions asked are: how much does a financial advisor cost, what is a financial plan, how much does financial advice cost and how to find a financial adviser and which financial advisor should I use?

At RWB wealth management Cardiff there are no upfront fees and in no way is there an obligation to use our services. We do not believe in charging people for
enquiries, this is totally against our company ethos and why we strive to be the best financial advisors in Cardiff. At our meeting we can discuss your wants and needs and at that point we can discuss fees and if you are not happy then you will not be charged.

Please feel free to contact us for a FREE initial consultation to discuss your needs and current financial position.

OUR TEAM

– Christopher Raymond BA Economics DipFA

Financial Planner

– Geoff Boon BA DipFPS

Financial Planner

– Michelle Saubergue LLB (Hons)

Office Manager

Services

JUST ASK US…

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 the form below and we’ll get back to you.

CONTACT US
Have any questions? Want to know a little more? Just give us a message and we will let you know if we can help.

T: 02921 990115 
E: [email protected]

RWB Wealth Ltd
Sophia House
28 Cathedral Road
Cardiff
CF11 9LJ

© Copyright 2020 RWB Wealth – RWB Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning 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 advice 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, Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ

Site by Treganna Design

JUST ASK US…

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 the form below and we’ll get back to you. 

CONTACT US

T: 02921 990115 
E: [email protected]

RWB Wealth Ltd
Sophia House
28 Cathedral Road
Cardiff
CF11 9LJ

© Copyright 2020 RWB Wealth - RWB Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning 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 advice 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, Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ

Site by Treganna Design