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.

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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.

Take Our Retirement Test Today

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.

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

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    "Professional and knowledgeable throughout a stressful, mid-covid mortgage application.  Would highly recommend Gareth and the Sanctuary team." 


    Tom Jackman


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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.

Can I Change My Buy-to-Let Mortgage to Residential
By Sanctuary FP March 8, 2024
Explore the transition from a buy-to-let to a residential mortgage with Sanctuary. Expert advice to make your property work for you.
By Sanctuary FP February 9, 2024
Discover the benefits of a financial advisor when it comes to planning your pension
What is a deferred pension?
By Sanctuary FP January 26, 2024
Discover the ins and outs of a deferred pension in our informative blog. Learn how it works, its benefits, and how to make the most of this retirement option.

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