Financial Planning
Our three different service options allow you to choose a cost effective solution to meet your own needs and requirements - you can also switch between them if your circumstance change. For a short
Advantage IFA
Welcome to our homepage, we hope you are able to navigate around the site and find what you're looking for. Advantage IFA takes great care in putting the needs of our clients first and foremost. We
Sovereign Finance
We use over 30 years of expertise to save you time and money by finding solutions for your financial needs. At all times our help and advice are simple to understand, friendly and above all,
Satori Financial Associates
The practice has more than the minimum qualifications and are members of the Chartered Insurance Institute, the Personal Finance Society and the Institute of Financial Planning and adhere to their
Pure Commercial Finance
If you're looking for commercial finance brokers who really value their relationship with the customer, Pure Commercial Finance provides the welcome solution. We work tirelessly to put together a
Finance Wales
We can invest from £1,000 to £2 million at a time and we offer debt (micro loans and loans), mezzanine and equity investments. We can also invest at all stages (early stage, development
Abram Partnership
The Abram Partnership is one of the UK's leaders in creating tax shelters for Individuals and Company owners. Our reputation is built on profound, specialist knowledge, together with an uncompromising
Logical Financial Planning
Logical Financial welcomes you. If you are seeking impartial independent financial advice, please read on. Logical Financial are Independent Financial Advisers, based in Cardiff but whose clients
Fox Financial Management
Like life, money should be enjoyed. Presuming that everyone around you has life sorted and is on top of things is an unrealistic comparison. Savings, investments, insurance. It's like holding a map in
Bartholomew Financial
Bartholomew Financial Limited is a firm of independent financial advisers dedicated to delivering unbiased, unrestricted, financial advice best suited to our client's circumstances and objectives.


Most of the usual clients of a financial advisor in Cardiff would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Cardiff to help us get on the right pat. However, nowadays the clientele of a financial advisor in Cardiff is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Cardiff. A financial advisor in Cardiff is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Cardiff is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Cardiff.

Tip from a Financial Advisor in Cardiff: Take Bigger Risks

You are maybe thinking that a financial advisor in Cardiff in their right state of mind would never advise you on taking risks. However, the good financial advisor in Cardiff knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Cardiff would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Cardiff: Invest in Yourself

Another important tip from a financial advisor in Cardiff you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Cardiff will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Cardiff won’t get tired to tell you.

Tip from a Financial Advisor in Cardiff: Follow Opportunities

Like literary, a good and experienced financial advisor in Cardiff can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Cardiff knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Cardiff would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Cardiff and allow yourself all chances.