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Cardiff Financial Advisors

Get in touch with our Cardiff financial advisors and see how we can help.
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Investment Planning

We will make your money work for you

RWB Wealth prides itself on offering a first class service and believe in excellence, efficiency and integrity whilst providing a full Financial Planning Service for every individual client.
Cardiff Financial Advice

RWB Wealth: Cardiff Financial Advisors

We believe RWB Wealth is one of the best Cardiff financial advisors and offers advice on investment planning, mortgages, taxation, pension planning, insurance, and corporate money management through our regulated Financial Planning Service.

Our trusted team of Cardiff financial advisors is dedicated to making your money work for you, whatever your financial circumstances or needs.

RWB Wealth is proud to serve Cardiff and Newport.

Your home may be repossessed if you do not keep up repayments on your mortgage.
cardiff financial advisors
The importance of financial planning

Ready to secure your family’s financial future?

A thorough review of your finances will uncover any pitfalls, such as paying too much tax or excessively spending. We will also highlight opportunities for medium to long-term investments aiming to grow your wealth over time.

Our financial planning strategies help maximize the potential of your hard-earned money, allowing you to enjoy it for everything it can offer; financial security, investment opportunities, and a means to a life well-lived.

We can also help you put protective insurance policies in place to cover any eventuality.

*Remember that support is also available at Citizens Advice which can be found at https://www.citizensadvice.org.uk/debt-and-money/getting-financial-advice/

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
cardiff mortgage broker

NEED A mortgage broker in cardiff?

RWB Wealth helps families and first-time buyers purchase property through our mortgage brokerage service.

Where other Cardiff mortgage advisors may have deemed clients ‘too difficult’, RWB Wealth will help them secure a mortgage deal on their dream homes.

We do our very best to assist every client, from those with a straight-forward salary, to the self-employed, previously bankrupt, and those with a poor credit history.

Why not get in touch for no-obligation mortgage advice from our RWB Wealth Cardiff Mortgage Brokers? You could be closer to getting on the property ladder than you think.

*The Bank of England set the interest rate, the latest interest rate can be found at The Bank of England Website

Your home may be repossessed if you do not keep up repayments on your mortgage.
cardiff pension advice
Pension advice

Looking for financial advice on pensions?

Our pension forecasting service offers clients a realistic view of any shortfall in their current state and private pension. We can then advise clients on how to adjust their finances aiming to provide the standard of retirement they expect.

RWB Wealth also offers tax advice on the implications of flexibly accessing your pension, purchasing an annuity, and the other options available to you.

Getting divorced? We can offer advice on how best to protect your personal pension during divorce proceedings.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Cardiff inheritance tax

Wondering how to avoid inheritance tax?

RWB Wealth offers up-to-date inheritance tax advice to help you ensure your loved ones are left with the true value of your home and estate.

Act now to reduce the inheritance tax burden on your estate by utilizing Business Property Relief if available and trust planning.

Planning ahead is essential when taking measures to avoid inheritance tax, as some relief is only effective when implemented a certain number of years before death.

RWB Wealth protects both high net worth and average-income clients during the transfer of wealth.

Why not get the ball rolling today by booking your no-obligation consultation with our expert inheritance tax advisors?

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority
*Links from these websites exist for information only and we accept no responsibility or liability for the information contained on any such sites

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.
The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.
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
SJP Approved
04/12/2023
RWB Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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