Cardiff Financial Advisors

Get in touch with our Cardiff financial advisors and see how we can help.
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Investing your Money

We will make your money work for you

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.
Cardiff Financial Advice

RWB Wealth: Cardiff Financial Advisors

RWB Wealth is one of the best Cardiff financial advisors and offers advice on investments, 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 as one of the regions’ most positively reviewed Financial Advisors and Financial Planning Associations. You can check our reviews on Google
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 to grow your wealth over time.

Our financial planning strategies 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/
cardiff mortgage broker

NEED A mortgage broker in cardiff?

RWB Wealth has helped hundreds of Cardiff’s families and first-time buyers purchase property through our mortgage brokerage service. We are proud to be one of the top-reviewed Cardiff Mortgage Brokers.

Where other Cardiff mortgage advisors have deemed clients ‘too difficult’, RWB Wealth has succeeded in helping 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 free no-strings-attached 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
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 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.
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 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. In the UK most inheritance tax is paid by the average person, rather than the landed gentry.

Why not get the ball rolling today by booking your free face-to-face consultation with our expert inheritance tax advisors?
EXCELLENT Based on 24 reviews.
Michael Boliver
Michael Boliver
2022-02-16
An absolute pleasure to work with RWB Wealth, the guys were so helpful, really know their stuff, and helped me and my wife out massively, recommending them to all family and friends as a given!
Tom Gates
Tom Gates
2022-02-11
The guys at RWB are brilliant, professional and make dealing with my finances stress free and easy. Would recommend to everyone.
AddictingGamez 37
AddictingGamez 37
2022-01-28
Chris and Geoff at RWB wealth are nothing short of OUTSTANDING. After trawling through countless mortgage brokers I finally found these amazing guys who found us a mortgage - and by that I mean a mortgage for the unmortgageable (or so I thought)! Chris & Geoff spent hours on our case and their expertise shone through as we navigated a treacherous road towards our mortgage offer. The best thing is though these guys are absolute stars with a human touch and a great sense of humour. They got us on the property ladder and to be honest I’ll be forever in their debt. I would never go anywhere else for our mortgage needs. Absolute stellar service which 5 stars does not fully justify - thanks again guys! Kay and Mark Carter-Phillips
Gareth Evans
Gareth Evans
2021-10-18
Cracking couple of lads. They've helped both myself and my clients to no end. Highly recommend!
Magnus the Pink
Magnus the Pink
2021-10-18
RWB helped me with my pensions and investments. They streamlined everything for me and made my finances easier to manage. Thank you RWB Wealth!
Ross Merison
Ross Merison
2021-10-18
True professionals that have advised on all of my personal and business finances, introduced protection schemes and implemented investment strategies. Always at the other end of the phone to offer ongoing advice and support. Thanks Chris and team.
Alex Raymond
Alex Raymond
2021-10-18
Fantastic company with a real personal touch, helped me remortgage my home, set up salary protection and better invest my savings. Would recommend to everyone!
Tracey Cannon
Tracey Cannon
2021-10-18
Highly recommend Chris at RWB Wealth. Very knowledgeable and friendly and always at the end of the phone if you need advice. I wouldn’t go anywhere else for financial planning.
Jamie Wilson
Jamie Wilson
2021-04-27
RWB have handled my finances and helped me grow my investment quickly. They have been very approachable, with easy contact with my advisor who has helped create a tailored service around me.
Chris Darlington
Chris Darlington
2020-12-07
A very professional company who helped me purchase my first home. A very friendly team. Would highly recommend.

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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