All Financial Services

Penguin Wealth are a Cardiff-based Financial Planning firm formed in 2010 by a group of Financial Planners who share the same vision and love for what we do. Our processes, support team and the accreditation we have achieved all reflect our principles and prove that we are best placed to help you live the life you deserve with peace of Read more…

Wyvern Virtual Assistant specializes in supporting businesses and solo entrepreneurs with their administrative, business operations, and sales support needs. It is their mission to solve your problems, leaving you some peace of mind. Services provided include e-mail management, secretarial and administrative tasks, bookkeeping, payroll, diary management, transcription, filing, event and travel booking, and data entry. With a background in retail, Read more…

Martin Thomas is a Financial Adviser with over 30 years of experience. “My vision for YOU is to have access to some of the best financial services and advice possible to achieve your long term financial goals. I’ll tell you if the product is right for you but equally I will tell you if it isn’t. I will demystify the Read more…

Financial Planning doesn’t need to be complicated When planning your finances there’s a lot to consider. How much do you need to save? Where should you Invest? What should you do with your Pension? What plan do you have for your family when you’re gone? These are all questions you may be asking when considering your Financial Future. That’s why Read more…

Based 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…

Nia 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…

Mark 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…

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…