RWB Wealth Ltd - Financial Advisors Cardiff
About the Business
Welcome to RWB Wealth Ltd, your one-stop destination for comprehensive financial advisory services in Cardiff. Our establishment is conveniently located at Regus House, Cardiff Gate Business Park, offering easy accessibility to clients from all corners of the city. We specialize in providing expert financial advice to individuals, families, and businesses to help them achieve their financial goals and build a secure future.
At RWB Wealth Ltd, we understand that every client is unique, and therefore, we offer personalized financial solutions that cater to their specific needs and requirements. Our team of finance experts is committed to upholding the highest standards of professionalism, integrity, and transparency in all our dealings. We take the time to understand your financial situation, your goals and aspirations, and devise a strategy that will help you achieve them.
Our range of financial services includes investment advice, retirement planning, wealth management, tax planning, estate planning, and much more. Whatever your financial requirement may be, we have the expertise and experience to guide you in the right direction. Our approach is holistic, and we take into account various factors such as risk appetite, investment horizon, and liquidity requirements to create a customized financial plan that meets your goals.
At RWB Wealth Ltd, we believe that education and awareness are the keys to achieving financial success. Therefore, we offer educational resources such as webinars, workshops, and interactive tools to help you understand different financial concepts and make informed decisions.
In conclusion, RWB Wealth Ltd is an esteemed financial advisory establishment situated in Cardiff Gate Business Park. With our passion for excellence and commitment to serving our clients, we have become a point of interest in the city. Contact us today to schedule a consultation with one of our experts and take the first step towards a secure financial future.
Photos
Location & Phone number
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"As someone looking to buy their first home, I didn't really understand the whole home buying process. RWB Wealth made it seem like a walk in the park, and were there to assist me every step of the way, giving me all the help I needed, and providing me with top tier advice regarding my finances. These guys know their stuff. Very easy to talk to and made me feel like the plans discussed for my financial future were their own. I will certainly be going to them again, and couldn't recommend them enough."
"I've had the best experience with RWB Wealth Ltd and I will definitely be using them again in the future. Chris has been really professional , has responded to my (many) questions promptly and has always left me feeling at ease. Usually the property process is stressful but Chris has made this process exciting and hassle free. Thank you Chris and the team at RWB Wealth Ltd !"
"Chris has given me invaluble advice and I've recommended him to friends and family. Its so refreshing to work with someone so down -to-earth, open and straigh-forward."
"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"
"Outstanding customer service. Christopher Raymond helped me to get my first mortgage for a dream home even when other advisors told me it wasn't possible. I have since invested my savings through RWB Wealth and am happy to say that RWB have recently supported me with Mortgage no.2. I am now planning to move my private pension to RWB, and would recommend anyone else to do the same."
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