rockwealth Cardiff Financial Adviser - Cardiff

Introduction to Rockwealth Cardiff Financial Adviser

Rockwealth Cardiff Financial Adviser, located at Brunel House, 2 Fitzalan Rd, Cardiff CF24 0EB, United Kingdom, stands out as a reliable financial consultancy service. With a telephone number 2921051410 and an accessible website cardiff-ifa.co.uk, clients can easily reach out for expert financial guidance. This financial advisor specializes in offering Financial Consulting and Financial Planning services, ensuring clients receive comprehensive support tailored to their needs.

Location and Accessibility

Situated in the heart of Cardiff, "Rockwealth Cardiff Financial Adviser" is conveniently located for those in the area. The firm is committed to accessibility, offering wheelchair accessible entrance, wheelchair accessible restroom, and ensuring a wheelchair accessible environment for all clients. This makes it easy for everyone to benefit from their expert financial services.

Services and Support

Clients can expect personalized financial consulting and financial planning services. The firm prides itself on its language assistance, making it a welcoming choice for international clients or those who prefer communication in a language other than English. Additionally, they offer both online appointments and onsite services, providing flexibility to suit individual preferences and schedules.

Client Feedback and Experience

The experiences reported by clients paint a picture of a highly professional and supportive service. With 8 reviews on Google My Business, the average opinion is a commendable 5/5. Many clients express satisfaction with the thorough and informative reviews conducted, whether in the comfort of their homes or at the firm's premises. One client noted feeling very pleased with the advice and ongoing support provided, especially highlighting Matt's helpfulness, knowledge, and professionalism. Another shared a positive first year review, praising the ease and thoroughness of the process, which contributed to looking forward to an enjoyable retirement.

Key Features and Considerations

- Expertise: The firm's specialization in financial consulting and financial planning ensures a deep understanding of financial matters.
- Personalized Service: Offering both online and onsite services, allowing clients to choose the most convenient option.
- Accessibility: Ensuring a welcoming environment for all clients, including those with mobility issues.
- Language Support: Catering to a diverse clientele by providing language assistance.
- Positive Client Reviews: A high rating of 5/5 based on client feedback, indicating satisfaction with the service provided.

For anyone considering financial guidance, Rockwealth Cardiff Financial Adviser offers a blend of professional expertise, personalized service, and accessibility. It's a firm to consider for anyone seeking reliable financial advice or planning services in Cardiff. Before scheduling an appointment, clients might want to consider their specific financial goals and whether they prefer online consultations or prefer the face-to-face interaction onsite. With its strong reputation and positive client feedback, Rockwealth Cardiff Financial Adviser stands out as a trustworthy partner in navigating the complexities of personal finance.

👍 Reviews of rockwealth Cardiff Financial Adviser

martin C.

5/5

Very pleased with financial advice and ongoing support from Matt and his team.
Have dealt with Matt since 2020 and have always found him to be helpful, knowledgeable and professional.
I've found him to be a thoroughly decent man as well.

Lesley G.

5/5

We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.

Lisa W.

5/5

We wouldn’t hesitate to recommend Matt Millard/ RockWealth Cardiff the have made sure that our investments are running properly and efficiently and have kept us up to date with calls and meetings. It’s lovely to enjoy your retirement without the worry of your finances and have that peace of mind.

Michael C.

5/5

Mat Millard (Cardiff Branch) has been very helpful and professional in the dealings i have had with him. He breaks every thing down to an understandable level and is clear and concise in his delivery.

Julie C.

5/5

Matt Millard (Cardiff Branch)

Invaluable advice given professionally and reassuringly ALL questions and queries answered to enable full understanding,Looking forward to ongoing advice. Mr & mrs Chamberlain.

Hywel D.

5/5

A fantastic service from Matt and the team at Rockwealth, would highly recommend.

David B.

5/5

Steve B.

5/5