RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff

Address: Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, United Kingdom.
Phone: 2920263360.
Website: rwbwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of RWB Wealth Ltd - Financial Advisors Cardiff

☎️2920263360

⏰ Open Hours of RWB Wealth Ltd - Financial Advisors Cardiff

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of RWB Wealth Ltd - Financial Advisors Cardiff, crafted as a helpful and informative resource, adhering to your specifications:

RWB Wealth Ltd: A Premier Financial Advisor in Cardiff

RWB Wealth Ltd is a highly-regarded financial planning firm based in Cardiff, Wales. Dedicated to providing personalized and comprehensive financial advice, they operate from a modern and accessible location within the Cardiff Gate Business Park. Their commitment to client success is evident in their professional approach and the consistently positive feedback they receive.

Location and Contact Information

The firm’s address is Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, United Kingdom. Clients can easily reach them via telephone at 2920263360. For more detailed information and to explore their services, visitors can access their website at rwbwealth.com.

Key Features and Services

RWB Wealth Ltd specializes in guiding individuals and families through all aspects of their financial lives. They offer a range of services tailored to meet individual needs, including:

Retirement Planning
Investment Management
Mortgage Advice
Tax Planning
Estate Planning

They pride themselves on building long-term relationships with their clients, based on trust, transparency, and a deep understanding of their financial goals. The firm’s team demonstrates a significant level of expertise and a proactive approach to adapting to changing market conditions and regulatory requirements.

Accessibility and Inclusivity

RWB Wealth Ltd is committed to providing a welcoming and accessible environment for all clients. The office boasts several key accessibility features, including:

Wheelchair Accessible Entrance
Wheelchair Accessible Parking
Wheelchair Accessible Restroom
Restroom Facilities

Furthermore, the firm fosters a LGBTQ+ friendly atmosphere, ensuring all clients feel valued and respected.

Client Feedback & Reputation

RWB Wealth Ltd has garnered a strong reputation within the Cardiff community. They currently maintain 32 reviews on Google My Business, with an impressive average rating of 5/5. This overwhelmingly positive feedback suggests a consistent commitment to delivering exceptional service. It’s clear from the comments that clients appreciate not only the quality of the advice but also the team’s dedication and friendly demeanor. The emphasis on going ‘above and beyond’ highlights a truly client-centric philosophy.

Recommended Actions

For anyone seeking a trusted and knowledgeable financial advisor in Cardiff, RWB Wealth Ltd presents an excellent choice. Their combination of expertise, commitment to accessibility, and demonstrable client satisfaction makes them a standout firm. We strongly encourage potential clients to visit their website at rwbwealth.com to learn more about their services and schedule a consultation. Don’t hesitate – take the first step towards securing your financial future by contacting them today.

👍 Reviews of RWB Wealth Ltd - Financial Advisors Cardiff

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff

Nicole G.

5/5

I have received excellent service from RWB wealth. Geoff Boon has offered me fantastic advice in relation to a tricky situation with a mortgage & gone above & beyond to help me. The whole team.are friendly and knowledgeable. I would highly recommend.

Bethan P.

5/5

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 !

chriseh

5/5

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.

Tom R.

5/5

Amazing fast and friendly service. A fantastic team and great communication, only a phone call away during my mortgage application. Excited to be moving forward with my financial planning. Thank you Chris, Tom Geoff and all of the RWB team.

I P. I.

5/5

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.

Ryan H.

5/5

A Fantastic experience after contacting the RWB Wealth team; a huge helping hand in setting up my Pension as well as choosing a Help-to-Buy ISA and explaining my potential Mortgage options. Communications have been Prompt and Professional throughout, will certainly be back in touch with the Team in the future and would Highly Recommend them to anyone!

AddictingGamez 3.

5/5

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

Clare J.

5/5

I went to the guys at RWB to help me sort my pension as I was unsure about the best route as a self employed person. They made excellent recommendations and were super professional. They also helped me with an income protection which I was worried about as I contract. They kept me up to date every step of the way and I was free to visit the office whenever I needed.