JAN
22

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The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Pentwyn

Mulberry Wealth Management Ltd

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

Not sure.

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.

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

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Pentwyn.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
NatWest

207 Richmond Rd, Cardiff CF24 3UX, UK – 0345 302 0774

Staff always helpful, very useful local bank branch to have.

Helpful staff. Not much parking

Barclays Bank

781 Newport Rd, Rumney, Cardiff CF3 4AJ, UK – 0345 734 5345

Good local branch which is a necessity for those which do not have access to internet or telephone banking.

great

Barclays Bank

42 Wellfield Rd, Cardiff CF24 3YR, UK – 0345 734 5345

Very good customer service

Great staff had problems with my account they sorted it out with no problem

Banks

Lloyds Bank

802 Newport Rd, Rumney, Cardiff CF3 4FH, UK – 0345 300 0000

Friendly and helpful staff, asap service!

HSBC UK

75 Llandennis Rd, Cardiff CF23 6EE, UK – 0345 740 4404

This is a tiny branch but very well organised. Prompt service and quality one. I must thank for support! Recommend them for attitude and appreciate the approach. Always professional and supportive.

Lloyds Bank

29 Kimberley Terrace, Llanishen, Cardiff CF14 5EA, UK – 0345 300 0000

Great staff helped my grandmother with her bank card getting locked very polite staff

Great service and very polite staff.

Building Societies

Principality Building Society

18 Station Rd, Cardiff CF14 5LT, UK – 029 2076 4151

Principality Building Society

796 Newport Rd, Rumney, Cardiff CF3 4FH, UK – 029 2079 4721

Principality Building Society

105 - 107 Albany Road, Roath, Cardiff CF24 3LP, UK – 029 2048 7030

Mortgage Brokers

Neil Soundy Financial Services

66 Albany Rd, Cardiff CF24 3RR, UK – 029 2115 9466

Neil has now successfully arranged all 3 of our mortgages and we wouldn't go anywhere else. Over a year ago, we had complex finances including substantial debt and one of us being self-employed - further compounded by a year of low profit accounts due to maternity leave. We were looking to remortgage using the increased equity in the house to clear our debts and make use of the low rates available. Neil gave us the honest and right advice that we would not be able to do this given our financial situation and advised us to wait until the following April for another year of improved business accounts to review what could be done then. Almost a year later, and £600 of upfront fees with another advisor we were back to square one with a second failed application. Both having failed for all the reasons Neil had explained we would fail. We got some family support to improve our financial situation and went back to Neil with a new set of business accounts. Neil is very supportive and importantly makes time to speak to you in person. He is very personable - he knows our family and our circumstances and was empathic and keen to help us out quickly. He made time to review our finances again and was to our amazement able to quickly and super smoothly arrange everything we were looking to do! Shortly afterwards we had our mortgage offer through and about 6 weeks later our remortgage was complete. What Neil has achieved for us has had a genuinely life changing impact on our lives which we can't thank him enough for. Neil works with the best interests of his clients in mind and gives honest, impartial advice that he makes simple and clear. He gives the right advice at the right time which is invaluable. I would recommend him and Jake to anyone. They provide an excellent, first class service but at the same time are very personable, friendly and supportive. Neil really is top of his game - highly knowledgeable and experienced but I think more importantly he has real integrity and a genuine passion and desire to do the right thing and find the best deal for you.

Very efficient and helpful and knows his trade Can recommend.

Pure Commercial Finance

18 Lambourne Cres, Cardiff CF14 5GF, UK – 029 2076 6565

I would definitely use Pure Commercial Finance on future projects and I would recommend highly. They managed locate the best commercial mortgage that I could find in the market saving us 10's of thousands of pounds in fees and interest. Added to that you can expect to receive excellent customer support with some ready to take your call and act quickly on your behalf. I always seek to work with those who actively look for solutions, are intellectually curious and go the extra mile.

I was very nervous at the idea of dealing with a broker and finance company i had never heard of. In addition my requirements were very difficult to meet. I have been absolutely delighted with Ian Hughes, nothing is too much trouble. He renews your faith in the finance industry. In addition Together Money have proved to be very easy to deal with. If I have any further requirements they will be my first port of call.

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!

Mortgages

A G Services

26-28 Dalcross St, Cardiff CF24 4SD, UK – 029 2046 4660

Fantastic service. I thought I could find the best deal myself but I thought I would try a mortgage broker and it was so worth it. Saved me money and time.

Just Mortgages Rumney

782/784 Newport Rd, Rumney, Cardiff CF3 4FG, UK – 029 2240 1496

With this being me and my partners first time buy, we were very nervous and unsure when it came to finding the right mortgage. Tara not only found us a fantastic mortgage, which is so much better than what we originally had in mind, but has made the whole process of buying so easy. I Would highly recommend Tara to anybody out there who is stepping into the unknown as she has been excellent for us all the way through.

Rumney Mortgage Services

4 Rhymney River Bridge Rd, Cardiff CF23 9AF, UK – 029 2079 3919

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