Cardinal Financial Planning and Wealth Management - Ipswich

Rich Goodhand

Richard has looked after us now for over 2 years and has made a hugely positive difference to our financial planning and investment choices. His patient and personal style has made understanding our options simple. His advice has enabled us to take the right decisions and our savings and investments are now working so much better for us, whilst still tailored to our attitudes towards risk.
Richard has our full trust and we would recommend Cardinal Financial Planning and Wealth Management to anyone looking to understand their finances better and plan for the best future.

Malcolm Peat

Richard has been our financial adviser for various things over the years. We can’t thank Richard & his team enough for all the advise & continuing support that they have given us. He is very good at knowing what is best for each of us as myself & my husband both have different investments with Richard. We would both recommend Richard & James to all are friends & family.

Susan Ryall

We have received excellent service from Richard for a number years and have trusted him completely with our financial affairs. He is always willing to help and has a sound knowledge which he shares in a friendly way. We are happy to recommend Cardinal.

Han C

Cardinal Wealth is a company you can trust. Richard has managed my financial affairs for many years, always with the utmost care, efficiency and professionalism. He is extremely knowledgeable, with a wealth of experience in the industry. This, along with his friendly, personable manner and a genuine ability to listen to a client's financial needs and long term goals, is what makes Cardinal Wealth stand out from the crowd. To anyone looking for a company to manage their money with wisdom, integrity and insight, I would recommend Cardinal Wealth without hesitation.

Chriss Vane

My fixed rate mortgage was due to expire and were looking at doing all the hard work ourselves, but speaking to James he took hold of all of that and got it done so quickly and easily. We did not have to do anything, and he handled it all.

Could not thank or appreciate James & others at Cardinal. If I could give more than 5*, would 100% do so.

Thank you!

Sharon Ridgewell

I have found Cardinal Financial Planning extremely helpful, informed and go the extra mile.
They are dilligent and thoroughly nice people.
I can highly recommend them to anyone.

Sam Whitmore

I have been using Cardinal Financial Planning and Wealth Management for a few years and have nothing but positive feedback. The team offer a range of financial and mortgage services in a friendly and approachable way.

My experience has been with Richard setting up and managing a stocks and shares ISA. Richard was excellent at explaining how they work, my attitude towards risk and placing my money in a fund which I was comfortable with and understood. I receive regular advice, updates and consultations from cardinal and have built up a good rapport with the team. Cardinal offers a superb, trustworthy service and I look forward to continue using them going forward.

henry chung

Complete newbie at all this stuff. I was recommended this company by a close friend that got their house. After speaking to James this definitely reassured me. He did most of the heavy lifting and managed to help save a lot of money. Best part is you are not required to pay anything unless you are full happy with the service and decide to go ahead with the quote. So why not? Additionally once you do become a customer it is a lifetime service from one payment. Completely transparent. Great service and great people. Highly recommended.