Company lists · Data refreshed September 2026
Top 17 Personal financial advisors based in Cardiff, United Kingdom
RevenueBase identified 30 company matches for personal financial advisors associated with Cardiff, United Kingdom as of September 2026 and tracks 108 professional contacts across them, including 65 with verified work emails. Across the United Kingdom, London is the largest hub for this category (643 companies); Cardiff has 30.
This list covers company matches for personal financial advisors associated with Cardiff, United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 17 largest personal financial advisors based in Cardiff, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 14 contacts → | ||||
Exact match “At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 9 contacts → | ||||
Exact match “Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 8 contacts → | ||||
Exact match “We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “DS Howell Financial Services was founded in 2004.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “We help people to lead a more fulfilling and financially secure lives by making the most of their assets and cascading wealth seamlessly from generation to generation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Financial advice for pensions, investments, tax planning and insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Quite simply, our aim is to provide Peace of Mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Resolute Financial Planning provides independent financial planning with clarity and integrity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Portland Wealth Management is a firm of Independent Financial Planners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 17 of 30 personal financial advisors based in Cardiff, United Kingdom
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Personal financial advisors based in Cardiff, United Kingdom at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 30 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Cardiff, United Kingdom whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 65 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Cardiff, United Kingdom?
RevenueBase identified 30 company matches for personal financial advisors associated with Cardiff, United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United Kingdom has the most personal financial advisors?
London leads the United Kingdom with 643 company records, followed by Manchester (68) and Glasgow (64). Cardiff has 30.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 65 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 30 personal financial advisors based in Cardiff, United Kingdom. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 17 personal financial advisors based in Cardiff, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 30 matching company records for personal financial advisors based in Cardiff, United Kingdom, with 108 tracked contacts and 65 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 personal financial advisors based in Cardiff, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Managementhawkinsthomas.co.ukHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 14 contacts → |
“At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Burley FOX Limitedburleyfox.comHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nugenis Financial Planningnugenisfp.co.ukHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  JWA Financial Planningjwafp.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Abram Partnership LTDabrampartnership.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 8 contacts → |
“As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lowndes Halsden & Partners Limitedlowndesonline.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 7 contacts → |
“LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  DS Howell Financial Servicesdshowellfs.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 6 contacts → |
“DS Howell Financial Services was founded in 2004.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Uniq Family Wealthuniqfamilywealth.co.ukHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 5 contacts → |
“We help people to lead a more fulfilling and financially secure lives by making the most of their assets and cascading wealth seamlessly from generation to generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Seven Financial Group7fg.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Morris Paley Wealth Management LTDmorrispaleywealth.comHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advice for pensions, investments, tax planning and insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tudor House Financial Services LTDtudorhousefs.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Quite simply, our aim is to provide Peace of Mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  WPS Wealthwpswealth.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Penguin Wealth LLPpenguinwealth.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Hayman Watkin Davies LTDhwdfinancial.co.ukHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Resolute Financial Planningresolutefp.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Resolute Financial Planning provides independent financial planning with clarity and integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Portland Wealth Managementportlandwm.comHQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Portland Wealth Management is a firm of Independent Financial Planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Halen Wealth LTDhalenwealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 17 of 30 company matches
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Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
30 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 30 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Cardiff, United Kingdom?
The saved snapshot records 30 matching company records, 108 tracked contacts and 65 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
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- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
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Cite this list
RevenueBase Data Team. Top 17 personal financial advisors based in Cardiff, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/cardiff.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal financial advisors based in Adelaide, Australia
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- Personal financial advisors based in Melbourne, Australia
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- Personal financial advisors based in Parramatta, Australia
Company intelligence · public preview
Top 17 personal financial advisors based in Cardiff, United Kingdom
RevenueBase records 30 matching company records for personal financial advisors based in Cardiff, United Kingdom, with 108 tracked contacts and 65 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 personal financial advisors based in Cardiff, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Managementhawkinsthomas.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 14 contacts → |
“At HawkinsThomas Wealth we place our clients at the heart of our business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Burley FOX Limitedburleyfox.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Burley Fox Limited was established by former directors of Smith & Williamson Financial Services Limited.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nugenis Financial Planningnugenisfp.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We provide independent, forward-thinking and practical financial planning services to a wide range of clients across South Wales and the South West of England.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | JWA Financial Planningjwafp.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Abram Partnership LTDabrampartnership.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 8 contacts → |
“As an Independent Financial Adviser and Financial Coach in South Wales the Abram Partnership will help you make more of your money by ensuring you keep more for yourself and your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lowndes Halsden & Partners Limitedlowndesonline.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 7 contacts → |
“LOWNDES HALSDEN & PARTNERS LIMITED is a financial services company based out of HOLT HOUSE 184-190 CAERPHILLY ROAD, CARDIFF, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | DS Howell Financial Servicesdshowellfs.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 6 contacts → |
“DS Howell Financial Services was founded in 2004.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Uniq Family Wealthuniqfamilywealth.co.uk HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 5 contacts → |
“We help people to lead a more fulfilling and financially secure lives by making the most of their assets and cascading wealth seamlessly from generation to generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Seven Financial Group7fg.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Seven Financial Group was established in 2009 and offers Independent Financial Advice to a wide range of clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Morris Paley Wealth Management LTDmorrispaleywealth.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Financial advice for pensions, investments, tax planning and insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tudor House Financial Services LTDtudorhousefs.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Quite simply, our aim is to provide Peace of Mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | WPS Wealthwpswealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WPS Wealth Ltd can act on your behalf in advising you on investments and non-investment insurance contracts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Penguin Wealth LLPpenguinwealth.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Hayman Watkin Davies LTDhwdfinancial.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Hayman Watkin Davies are financial advisers based in Cardiff, South Wales.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Resolute Financial Planningresolutefp.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Resolute Financial Planning provides independent financial planning with clarity and integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Portland Wealth Managementportlandwm.com HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Portland Wealth Management is a firm of Independent Financial Planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Halen Wealth LTDhalenwealth.co.uk HQ: Cardiff, United KingdomReported employees: 1-10 | Cardiff, United Kingdom | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 17 of 30 company matches
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Personal financial advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
30 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Cardiff, so it is reported there. Company counts and contact totals on this page are exact for Cardiff, over 30 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal financial advisors by metro in the United Kingdom
- Personal financial advisors in London643
- Personal financial advisors in Manchester68
- Personal financial advisors in Glasgow64
- Personal financial advisors in Bristol62
- Personal financial advisors in Edinburgh57
- Personal financial advisors in Leeds55
- Personal financial advisors in Birmingham40
- Personal financial advisors in Belfast35
- Personal financial advisors in Nottingham31
- Personal financial advisors in Norwich29
- Personal financial advisors in Newcastle Upon Tyne28
- Personal financial advisors in Liverpool25
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Cardiff, United Kingdom?
The saved snapshot records 30 matching company records, 108 tracked contacts and 65 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 personal financial advisors based in Cardiff, United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/united-kingdom/cardiff.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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