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 car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of RWB Wealth Ltd - Financial Advisors Cardiff

RWB Wealth Ltd - Financial Advisors Cardiff Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, United Kingdom

⏰ 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

RWB Wealth Ltd - Financial Advisors Cardiff is a reputable financial planning company located at Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU, United Kingdom. The company is known for its expertise in financial planning and is staffed with knowledgeable and friendly professionals. The contact phone number is 2920263360 and the website is rwbwealth.com.

Specialties and Services

  • Financial planner

Additional Amenities and Accessibility

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • LGBTQ+ friendly
  • Appointments recommended

Reviews and Testimonials

This company has a strong reputation, with 32 reviews on Google My Business. The average opinion is 5/5, showcasing the high level of satisfaction among customers. Many reviews praise the excellent service, friendly and knowledgeable staff, and their ability to help with complex financial situations.

👍 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.

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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.

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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 !

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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.

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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!

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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.

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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

RWB Wealth Ltd - Financial Advisors Cardiff - Cardiff
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.

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