About the company
RWB Wealth Ltd is an Appointed Representative of St. James's Place Wealth Management plc and is registered in England and Wales. The firm provides financial advice in Cardiff, Newport and the surrounding areas, and across the U.K. Its advisers are fully qualified and registered.
RWB Wealth offers an initial no obligation consultation and flexible meeting arrangements, including face-to-face meetings at their office or the client's home, or video chat meetings such as Zoom. It provides personal and corporate financial advice, as well as mortgage advice in Cardiff and to the rest of the U.K. Its main services include financial planning, mortgages, protection, pensions, investing, and corporate advice.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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 !
An absolute pleasure to work with RWB Wealth, the guys were so helpful, really know their stuff, and helped me and my wife out massively, recommending them to all family and friends as a given!
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 have handled my finances and helped me grow my investment quickly. They have been very approachable, with easy contact with my advisor who has helped create a tailored service around me.
Financial advisers in Cardiff compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 8 businesses in this category in Cardiff are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | RWB Wealth Ltd - Financial Advisors Cardiff (this page) | ★ 5,0 | 32 | No |
| 2 | TD Financial LTD | ★ 5,0 | 28 | No |
| 3 | Penguin Wealth Planners | ★ 5,0 | 41 | No |
| 4 | Hill & Co Financial Advisers Ltd | ★ 5,0 | 4 | No |
| 5 | rockwealth Cardiff Financial Adviser | ★ 5,0 | 10 | No |