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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Pentwyn let alone Hollies School ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Glamorgan.

Good luck! 

Independent Financial Advisors IFAs

RM Financial Advice

7 Baltimore Cl, Pontprennau, Cardiff CF23 8PX, UK – 029 2073 5000

Marie answered every question I had with a patience that made it looked like I was the first person who had ever asked her. Always outlined everything in clear, simple terms and placed my understanding first. Frankly she was brilliant. I fail to see what could have possibly been better about our appointments.

Mulberry Wealth Management Ltd

370 Cyncoed Road, Cardiff CF23 6SA, UK – 029 2002 3333

Not sure.

Carlson Wealth Management Ltd

Regus House Malthouse Avenue, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RU, UK – 029 2060 6299

I have known Steve Carlson for some years now and have also worked with him previously. His knowledge of the financial sector is second to none and his proactive approach is refreshing. In just a short period, he has already suggested ways of making my money work way more productively for me and he has also saved me several thousand pounds in things he has picked up on. I particularly like that he speaks in lay man terms so I am able understand things. I would thoroughly recommend him and have total peace of mind knowing he is making my money work and grow for me.

I originally asked Steve to look into a new mortgage products. Steve found a great product that matched my requirements. Steve also looked into my existing pension schemes and with his recommendations the changes I have made have seen my portfolio greatly improve Steve has the knowledge and experience to pair current lifestyle and desired ambition with products and advice that match. From dealing with Carlson Wealth Management I have gained confidence that my money is working as effectively as possible to secure my families future

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Investment Companies - Business Angels

Seraph Property Management

St Martins Row, 1A Albany Rd, Cardiff CF24 3RP, UK – 029 2167 1444

Awesome management company, stayed in one of their properties for over 3 years. Any issues were sorted quickly and easily without fuss.

I have dealt with Seraph for over two years now as we own a flat in one of the blocks they manage. I have found they generally respond to queries either by telephone or email promptly (usually within a day or two, depending on whether it's urgent or not). Feedback regarding services for the flats (cleaners, gardeners etc) is passed back to the contractors and Seraph have helped a great deal in ironing out teething problems with these services. They are now running quite well. Seraph, along with other residents, have helped us source better contractors than were originally installed. The AGM for our block is professionally run by Douglas, and the charges are transparently laid out for leaseholders to see. Questions and suggestions from leaseholders are taken seriously, and adequate time is taken to explain things, resolve issues and make decisions. They do seem to genuinely want to manage the flats to the benefit of the leasesholders and work with the leaseholders and contractors to keep things running smoothly. I particularly deal with Katie who I have to say has always been entirely professional, quick to respond to queries, and patient in ironing out any little niggles with the contractors. I hope to we continue to be managed by the same team.

First in Mortgages

16 Felbrigg Cres, Pontprennau, Cardiff CF23 8SE, UK – 029 2140 0771

I can't fault Marc's timely, efficient and friendly approach. I was a little overwhelmed at the thought of remortgaging after 18 years and dreaded wading through products and trying to work out what was best for me and my circumstances. Marc explained my options in a way I could get to grips with, provided a good paper trail and communicated well with me at every stage of the process. I'm really happy with my new mortgage and insurance products which are brilliant value for money.

Marc was really helpful with every part of our mortgage application and clearly explained what he was doing and what we needed to do at every stage. The way he was able to fit in appointments around our work was also a massive bonus! Would highly recommend!

Abraham Estates

131 Woodville Rd, Cardiff CF24 4DZ, UK – 029 2037 7226

For the past year we have been with Abrahams and have nothing but great things to say about them! They have gone out their way to fix every problem we've had immediately (often same day!!) whether it be a broken fridge or a fault shower! They have treated us incredibly well and compared to the poor quality of most student letting agency's, abraham estates are saints. The only reason why we are not continuing with Abraham estates is that they don't do 7 bed houses and as we've increased the number of people we're living with next year we've sadly had to move. To all the team I am truly grateful for the quality of service offered which has made this year a breeze. Thank you from all the girls at 47 TS!!

As students looking to rent a house for the first time we couldn't have had a better experience with Abraham Estates. They were very helpful and informative! Everything was made simple and easy, communication through emails were professional and punctual. Any problems or issues with the house were seen to straight away. A well run company and lovely people working there.

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