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List Of All investment advisor Leads in Cardiff

Searching for investment advisor in Cardiff? Below are 20 businesses with the essentials - location, contact details, and customer ratings. Penguin Wealth Planners leads the ratings at 5.0★, and most businesses on this list average around 4.9★. Updated 9/27/2026 - scroll down to compare the full list and follow through to whichever business suits your needs.

20 results · last updated 9/27/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Penguin Wealth PlannersFinancial planner
Penguin House, Raleigh walk, Brigantine Pl, Cardiff CF10 4LNView on Google Maps
5.0(43)
**9******43View in Leads Search-www.penguinwealth.com/
LinkedInFacebookX (Twitter)
Ross Mitchell Wealth ManagementFinancial Advisor
25 The Rise, Cardiff CF14 0RBView on Google Maps
5.0(41)
*78******25View in Leads Search-www.rossmitchellwm.com/-
Millfield Wealth Management LtdFinancial planner
23 Heol-Y-Deri, Cardiff CF14 6YFView on Google Maps
5.0(38)
**9****7*00View in Leads Search-www.millfieldwm.com/
InstagramFacebook
RWB Wealth Ltd - Financial Advisors CardiffFinancial planner
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RUView on Google Maps
5.0(32)
**9***6**60View in Leads Searchof****@r********.comView in Leads Searchwww.rwbwealth.com/
InstagramFacebookX (Twitter)
Sanctuary Chartered Financial PlannersFinancial planner
5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJView on Google Maps
5.0(30)
**9***8**77View in Leads Searchin**@s****.co.ukView in Leads Searchwww.sanfp.co.uk/
LinkedInInstagramFacebookX (Twitter)
TD Financial LTDFinancial planner
James William House, 9 Museum Pl, Cardiff CF10 3BDView on Google Maps
5.0(28)
**9*****857View in Leads Searchin**@t**********.co.ukView in Leads Searchwww.tdfinancial.co.uk/-
Ingram WealthFinancial planner
Park Court Mews, Park Pl, Cardiff CF10 3DQView on Google Maps
5.0(27)
**9****7979View in Leads Search-www.robingram.co.uk/
LinkedInInstagram
Blackstone PartnersFinancial planner
A, 2 Ty-Nant Ct, Morganstown, Cardiff CF15 8LWView on Google Maps
5.0(22)
*******8*20View in Leads Searchca************@b*****************.comView in Leads Searchwww.blackstonepartners.com/
Facebook
Habitual WealthFinancial advisor
2 Kingsway, Cardiff CF10 3FDView on Google Maps
5.0(20)
*78**77**82View in Leads Search-www.habitualwealth.co.uk/
LinkedIn
Cardiff Financial Services LimitedMortgage broker
33 Monkstone Rise, Rumney, Cardiff CF3 3LWView on Google Maps
5.0(18)
*79*999**71View in Leads Searchv*@c*****.comView in Leads Searchwww.cfs199.com/-
Wealth Genius LtdFinancial Advisor
6, Workbench, Ocean Way, Cardiff CF24 5HGView on Google Maps
5.0(11)
*79*9****21View in Leads Searchsu*****@w***********.co.ukView in Leads Searchwealthgenius.co.uk/
LinkedInInstagramFacebookX (Twitter)
rockwealth Cardiff Financial AdviserFinancial Advisor
2 Fitzalan Rd, Cardiff CF24 0EBView on Google Maps
5.0(10)
**9******10View in Leads Searchca*****@r*********.co.ukView in Leads Searchwww.cardiff-ifa.co.uk/
LinkedInFacebookX (Twitter)
Hill & Co Financial Advisers LtdFinancial planner
3rd Floor, 2 Kingsway, Cardiff CF10 3FDView on Google Maps
5.0(4)
**9****6*44View in Leads Search-www.hillandcofa.co.uk/-
Harry Robinson Wealth ManagementFinancial Advisor
3, Park Pl, Cardiff CF10 3DQView on Google Maps
5.0(3)
*7989**6750View in Leads Searchha************@s***.co.ukView in Leads Searchwww.harryrobinsonwm.co.uk/
LinkedInFacebook
Wise Wealth Management LimitedFinancial planner
2 Kingsway, Cardiff CF10 3FDView on Google Maps
5.0(2)
*78*78*8616View in Leads Searchwi***********@g****.comView in Leads Searchwww.wisewealthmanagement.co.uk/
LinkedInInstagramFacebook
Mulberry Wealth Management LtdFinancial planner
370 Cyncoed Rd, Cardiff CF23 6SAView on Google Maps
5.0(1)
**9******33View in Leads Searchin**@m*************.co.ukView in Leads Searchwww.mulberrywealth.co.uk/
InstagramFacebookX (Twitter)
Morris Paley Wealth Management LtdFinancial planner
Temple Court, Cathedral Rd, Cardiff CF11 9HAView on Google Maps
5.0(1)
**9**786*44View in Leads Searchin**@m****************.comView in Leads Searchmorrispaleywealth.com/-
JWA Financial PlanningFinancial Advisor
Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SAView on Google Maps
4.8(5)
**9****9*46View in Leads Searchen*******@j*********.comView in Leads Searchwww.jwafp.com/-
Lowndes Halsden & Partners LimitedFinancial Advisor
Holt House, 184-190 Caerphilly Rd, Birchgrove, Cardiff CF14 4NRView on Google Maps
4.5(16)
**9**69**42View in Leads Searchju*****@l************.co.ukView in Leads Searchwww.lowndesonline.co.uk/-
Morgan Peterson Financial AdvisersFinancial planner
The Maltings, Cardiff CF24 5EAView on Google Maps
3.7(3)
**9******17View in Leads Search-www.morganpeterson.co.uk/-

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