Financial Advice in Cardiff
During time of change, talk to our
financial advisors and planners in Cardiff. People you can trust to plan your future and give unmatched financial advice.
Independent Cardiff Financial Advisors
Helping you and your family plan your future
Our team of financial planners recognise and understand you and your families needs, make appropriate recommendations and execute strategies to meet your goals and aspirations. We regularly review your situation, investment preferences, goals and needs over the long term.
Ever wondered how to make your money last as long as you do?
Our tried and tested financial advisors in Cardiff will build and execute a bespoke plan to fund the life you want for as long as you need it - and beyond. Take a look at our test to see if you are financially ready.
Financial Planning Cardiff
We're here to make a positive impact
We offer a range of tailor-made services designed to identify where you are on your journey, assisting you in making more informed choices, and enabling you to lead your ideal life.
Investment Advice
Our investment specialists will guide you through the most effective processes for the biggest savings and most profitable returns on your investment.
Mortgages
Save your valuable time and money with access to our exclusive mortgage rates and packages. Our independent mortgage advisors will help you get the most out of your mortgage.
Corporate Financial Planning
Our experienced corporate financial advisors in Cardiff will work with you to find the most practical and cost-effective solutions for your unique business needs with profitability and longevity in mind.
Organising Your Retirement
We will help you make the retirement you visualise a reality by developing your plan. It’s never too early to start investing for your future.
Award Winning Financial Advisors
Are your existing financial plans, pensions and investments achieving what you want them to?
See what our happy clients have to say
Latest News, Blogs and Podcasts
We finally found a place to channel our thoughts – and the bonus is that you get to benefit from it. Here are the latest updates and podcast episodes from our team at Sanctuary Financial Planning Cardiff.
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Cardiff Office
5 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ
London Office
86-90 Paul Street,
London, EC2A 4NE
(+44) 02920 482 477
info@sanfp.co.uk
Sanctuary Chartered Financial Planners & Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited that is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.