Financial advisers in Cardiff
The River Taff weaving through Cardiff with Castle Park in the foreground by Alison Gould
Our nation-wide team includes financial planners serving Cardiff. They're passionate about helping people, just like you, manage their money more effectively.
The capital of and largest city in Wales, Cardiff is relatively small and compact, but it packs a punch when it comes to tourist attractions. Sites of interest include national museums, the wonderful Cardiff castle with its 2,000 year history, Bute Park and a 76,000 seater stadium. Cardiff is known as a creative centre and has spawned many well-known actors, singers, writers and athletes. Perhaps one of the most famous is Shirley Bassey, who was appointed a Dame in 1999 for services to the performing arts. Roald Dahl and footballer Gareth Bale hale from Cardiff too.
Amber River has a highly qualified team of independent financial advisers in Cardiff. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.
They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.
We go beyond financial advice. This is Life Landscaping®
Our Financial Advisers serving Cardiff
Here are just some of the faces and stories behind our financial advisers that serve Cardiff.
Financial advice we offer
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Money
- Savings & investment planning
- Portfolio management
- Wealth management
- Investment Bonds
- Individual Savings Accounts (ISAs)
- OEICs
- Unit Trusts
Retirement
- Saving for a Pension
- Annuities
- Pension Drawdown
- Equity Release
Peace of mind
- Life Assurance
- Income Protection
- Mortgage Protection
- Critical Illness cover
- Private Medical Insurance
Legacy
- Estate Planning
- Will planning
- Inheritance Tax
Home
- First time buyers
- Remortgages
Long Term Care
- Care Home fees planning
Business
- Employee Benefits
- Key Personnel Insurance
- Succession planning
- Shareholder Agreements
Financial advice
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If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage…
What our clients say
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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