TD Financial LTD - Cardiff

Andy K.

It is fair to say that i was fairly "apprehensive" over reaching out to someone else to dicuss what is to everyone, extremely personal finances. I sampled more than 3 companies and finally settled on TD Financial Ltd, (aka Ashley) who was very personal and professional at the same time and i very quickly had faith in his ability and confidentiality. Having run multi million pound budgets within business i was pretty confident in my ability to manage money but there was something missing that was not within my area of expertise. Ashley took every detail of my personal finances, and juggled multiple options around finally showing myself in great detail and visual form in the comfort of my own home on my television screen. Just what i wanted and needed!
We are now some 15 months down the line and i am very happy with my current position and the support i receive from TD Financial. We keep in regular contact, and Ashley is always there to pick up any queries i have or able to provide advice where required, exactly what you need from a Financial Advisor!
I have recommended several of my friends and colleagues in this direction and to have a non-committal discussion at the very least.

Richard S.

I am delighted to share my experience working with Becky, our financial advisor, who has been instrumental in helping my wife and me navigate the complexities of securing a mortgage and life insurance. Becky's expertise and dedication have made a significant difference in our financial planning journey.
From the outset, Becky demonstrated a deep understanding of our needs and provided tailored advice that was both insightful and practical. Her ability to explain complex financial concepts in a clear and accessible manner was invaluable, ensuring we felt confident and informed throughout the process.
Becky's professionalism and attention to detail were evident in every interaction. She meticulously reviewed our financial situation, identified the best mortgage options, and guided us through each step with patience and clarity. Her thorough approach ensured that we secured a mortgage that perfectly suited our needs and financial goals.
In addition to assisting with our mortgage, Becky also helped us select the most appropriate life insurance policies. She took the time to understand our family's unique circumstances and provided recommendations that offered comprehensive coverage and peace of mind. Becky's commitment to our well-being was evident in her thoughtful and personalized advice.
Throughout our engagement, Becky was always responsive and available to address any questions or concerns we had. Her friendly and approachable demeanor made working with her a pleasure, and we felt supported and valued every step of the way.
We are incredibly grateful for Becky's expertise and support. Her contributions have had a profound impact on our financial security and future planning. We highly recommend Becky to anyone seeking a knowledgeable and dedicated financial advisor.

andrew R.

I have been a customer of T D Financial for a number of years both while employed and now in retirement. My IFA is Ashley Burge, who, I find offers excellent advice and has been extremely helpful in setting up my finances as I transitioned from employment to retirement.
Ashley is always easy to contact and quick to respond to any questions that I have concerning my investments and general financial queries.

Anthony T.

Becky Hall from TD financial was recommended to me whilst purchasing a property that I had already had a mortgage advisor working on. The purchase had its difficult elements with the owner desperate to sell for personal reasons and me desperate to buy. From valuation it had taken over 7 weeks for my initial lender to gather all of the paperwork, maybe partly down the in inexperience of the mortgage broker, defininately partly because getting a mortgage is now such a difficult task (especially as a divorcee). After 7 weeks I was refused and contacted Becky immediately.

She spoke to me over the phone and understood the situation immediately. She simplified the absolute abundance of paperwork I had been asked for previously and made the process so simple. I really thought the seller would relist and sell elsewhere but Becky told me to ask for a week to 10 days longer to which he reluctantly agreed to and well within that time frame she had the mortgage offer in full complete.

I am now in my new home and am 100% confident that without the expertise of Becky Hall at TD Financial I would not have completed.

I can't thank you enough for all your help Becky, 100% would use you for EVERYTHING financial going forward.

Warm Regards,
Anthony Torok.

Michael E.

I was very impressed with the information i received from Ashley regarding different investment options. He explained all the pros and cons of investment and when i decided to sign up with his company i was well informed of each process that was taking place. We had several meetings and all were very professional but also relaxed and friendly. I would have no problem recommending Ashley to anyone thinking of a financial advisor.

Fraser W.

Just received confirmation of my pensions all
Being transferred in to one from Ashley Burge at TD. The service I have received has been absolutely fantastic - Provided Ashley with the basic details and he has arranged everything in a quick and timely manner, continually updating me on each step.
I would highly recommend Ashley to anyone looking to support with their pension requirements.
Fraser Williams

Heather J.

I would like to highly recommend Independent Financial Advisor, Ashley Burge of TD Financial Ltd for his invaluable advice and expertise in matters relating to pension funds.
Thanks for clear explanations of options, with a great outcome.
Heather Jones

Christian B.

A great experience dealing with Ashley at TD Financial. Very informed and educated in the market. Always demonstrates active management of the portfolio to ensure optimal spread of funds/markets. Easy to deal with and provides a great annual breakdown of results. This helps review in year performance as well as looking at market insights and fund management moving forward. Highly recommend