All Financial Services
- FEATUREDFeaturedBased in the prosperous market town of Cowbridge in South Wales, Harries Financial Wealth Management provide a personal service which is tailor-made to help you meet your financial goals. Chris Lannen is an experienced financial adviser providing investment, retirement and protection planning. The aim is to create a road map for you which is both robust and yet flexible enough Read more…
- FEATUREDFeaturedNia Morgan is Growth Manager at Virgin Money in Cardiff. The Virgin Money Lounge in Cardiff is about more than money and banking – it’s a place where customers can relax and local communities come together. Nia helps customers, SMEs and charities feel happier about money, and offers tailored guidance on hosting successful events in an unique setting. Nia’s role Read more…
- FEATUREDFeaturedVerifiedMark Botfield from MB Estate Planning provides Wills, Trusts, Lasting Powers of Attorney and Pre-paid Funeral Plans to help your family protect it’s wealth and pass it to future generations in a tax efficient way. They help families to ensure that their wealth benefits the members of the family and isn’t lost to easily avoidable risks. Read more…
- FEATUREDFeaturedVerifiedHelping you make good decisions about your money – providing clear information to help you achieve your financial goals.  I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.  Being independent is part of what makes me different. It’s the reason I am free to advise Read more…
- The mission of the Development Bank of Wales is to unlock economic potential in Wales and enhance the local economy by providing sustainable, effective finance. Read more…
