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Wealth Management Companies in Cardiff: 87 Active Firms (2026)
Wealth management companies in Cardiff advise households and institutions on investments, pensions and financial planning across the city region.
Buying centres tend to sit with private-client principals, paraplanning and compliance teams, and finance directors at institutions that outsource investment oversight. Cardiff-area providers usually sell relationship-led advice rather than volume software-like subscriptions: discovery, suitability assessment, portfolio construction, pension planning and annual review cycles. Buyers are mainly owner-managed businesses, families, trustees and mid-market employers, with some institutional mandates where governance, reporting and risk committees matter. Engagements are recurring and service-heavy, with fee levels shaped by assets under advice, pension complexity, tax planning needs and whether discretionary management is included.
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Cardiff has 87 actively trading wealth management companies in this list, making the city region a compact advisory market rather than a broad national hub. Reported employment totals 214, so the footprint is closer to a network of specialist practices than a concentration of large employers. The mix appears to suit firms that can retain local private-client relationships while serving South Wales and wider UK clients remotely. Turnover scale is uneven, with only a small minority clearly past the lower mid-market threshold and many firms likely organised around founder-led advice teams.
Authorised advice, discretionary portfolio management and pension-transfer work sit inside permissioned financial services, so operating models are shaped by suitability checks, disclosure standards, complaints handling and controls over client assets. For Cardiff firms, the practical burden is less about a local rulebook and more about proving advice quality across recurring reviews, vulnerable-customer processes and adviser supervision. Firms serving trustees, employers or higher-net-worth households also tend to carry heavier documentation expectations, because portfolio risk, retirement income and tax-sensitive planning create audit trails that must stand up after markets move.
Future development appears likely to be shaped by compliance cost, succession planning and the economics of servicing smaller portfolios. Owner-managed advice practices tend to face pressure to professionalise file checking, client communications and investment governance, while scale-up scarcity leaves room for acquisition-led consolidation. Cardiff’s position should remain tied to relationship depth across South Wales rather than national brand reach. Firms with repeatable review processes and clearer segmentation between advice, planning and portfolio services may find it easier to absorb regulation without turning every new client relationship into a bespoke operating burden.
87
Active firms
2026
4
Above £5M
annual revenue
13
Newer firms
incorporated since 2022
Key facts
About 4% of the trading cohort reports turnover above £5M (4 of 87 firms) — the rest sits below that revenue band.
14% of the cohort was incorporated since 2022 (13 firms), so a sizeable share is in its first few filing cycles.
Cardiff wealth management firms advise households and institutions on investments, pensions and financial planning.
Client acquisition tends to rely on local trust, referrals and links to employers and professional networks.
The market appears fragmented, with a few larger adviser practices sitting alongside a longer tail of local specialist firms.
Top Cardiff Wealth Management companies
MULBERRY WEALTH MANAGEMENT NO2 LIMITED
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice to individuals on pensions, investments, protection insurance, mortgages and equity release. Offers retirement planning and wealth management guidance to help…
Serves a mix of consumers and businesses, including individuals planning retirement, investors, homeowners and mortgage buyers, plus employers seeking group pension support, primarily around Cardiff.
Financial Health
DistressedDistressed
Location
UNIT 3 LAKESIDE COURT BUILDING MANAGEMENT COMPANY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including investment planning, pensions and retirement advice, savings strategies, tax planning, equity release, financial…
Serves individuals, retirees and business owners seeking independent financial advice, plus companies needing corporate financial planning, primarily in Wales.
Financial Health
StableStable
Location
MILLFIELD WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides wealth management and financial planning advice to private individuals and businesses, including investment planning, retirement planning, protection planning, intergenerational wealth…
Serves private and corporate clients across the South of England and South Wales, including medical professionals, business owners, company directors and individuals seeking personal financial…
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
PORTLAND WEALTH MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services for individuals, families and business owners, including investment management, retirement and pension planning, life insurance and…
Serves private clients, including families, individuals, retirees or pre-retirees, and business owners seeking personal financial planning support for wealth, pensions, protection, estate and tax…
Financial Health
StableStable · -9% CAGR over 2y
Location
CLA TRUST&LEGACY PLANNING LIMITED
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning for individuals and businesses, including investment and savings strategies, retirement planning, trust investing, long‑term care planning, and…
Serves individuals, families, trustees and businesses, including clients planning for retirement, investments, long-term care, trusts, or finances around divorce and separation.
Financial Health
StableStable · 0% CAGR over 2y
Location
PURE WEALTH MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and wealth management services, including guidance on pensions, investments, mortgages, protection insurance, tax planning, estate planning and will writing.…
Serves private clients, families and business owners seeking independent financial advice on pensions, investments, mortgages, protection, tax and estate planning.
Financial Health
StrongStrong · Growing, Hiring · 12% CAGR over 2y
Location
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to private individuals, businesses and charities, including investment and transactional advice, retirement planning, tax‑efficient financial…
Serves private individuals, business owners, employers, charities, and professional connections seeking regulated financial planning and advice, including long-term support and auto-enrolment needs.
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
G Capital
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides wealth and asset management services for high-net-worth individuals and families, including discretionary and advisory investment mandates, family office services, estate and succession…
Serves ultra-high-net-worth individuals, families and family offices, alongside business owners and corporate clients seeking private wealth, investment and corporate advisory support.
Financial Health
StableStable · 0% CAGR over 2y
Location
Burley Fox Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management services, including pension and retirement planning, investment advice, inheritance and tax planning, and employee benefits consulting…
Serves UK-based individuals and families planning retirement, wealth and protection needs, plus business owners and employers looking to attract, reward and retain staff.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and regulated financial advice to private clients, business owners and charities. Services include investment and tax‑efficient planning, transactional advice, retirement…
Serves private clients, business owners and business clients, charities, and professional connections seeking regulated financial advice and planning support.
Financial Health
StrongStrong
Location
Lowndes Halsden & Partners Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth advice to individuals and businesses, including investment management, pensions planning, mortgages, life insurance, savings and protection…
Serves private individuals, families and businesses seeking independent personal financial planning support across wealth, mortgages, pensions, insurance and related financial decisions.
Financial Health
HealthyHealthy · 0% CAGR over 3y
Location
CHRIS LEACH AND ASSOCIATES LIMITED
Trajectory
3y · 2022–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals and businesses, including retirement planning, investments and savings, trust investing, long‑term care planning, divorce financial planning, and…
Serves individuals, families and businesses seeking independent financial advice, including clients planning for retirement, investments and savings, trusts, long-term care, and divorce or separation.
Financial Health
StableStable · 4% CAGR over 2y
Location
Lowndes Halsden & Partners Holdings Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth advice to individuals and businesses, including investment management, pensions planning, mortgages, life insurance, savings products and insurance,…
Serves private individuals and businesses seeking financial advice, particularly people needing mortgages, pensions, investments, savings and insurance support, alongside business clients requiring…
Financial Health
HealthyHealthy
Location
Windsor Financial Planning Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Solosy Wealth Management Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong
Location
UNIQ FAMILY WEALTH LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · -13% CAGR over 4y
Location
EVE RESOURCES LTD
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
LYLES INDEPENDENT FINANCIAL ADVICE LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
MARTYN SHAW LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · 0% CAGR over 2y
Location
E&J TRUSTEES LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed · -90% CAGR over 2y
Location
Llewellyns Financial Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
DWR ADVISORY LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -68% CAGR over 4y
Location
Spence Financial Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · 0% CAGR over 2y
Location
VADANTIA LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed
Location
JDMercy Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
DIL COMPLIANCE LTD
Trajectory
1y · 2024–NowFinancial Health
Insufficient historyInsufficient history
Location
SCIDATARR LTD
Trajectory
3y · 2023–NowFinancial Health
Insufficient historyInsufficient history
Location
Quantum Advisory Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides pensions and employee benefits consultancy to trustees and employers, including pensions administration, actuarial advice, defined contribution consulting, investment consultancy, pension…
Serves trustees and employers responsible for small and medium-sized pension and employee benefit schemes, including organisations managing workplace pensions and employee benefits.
Financial Health
WeakWeak · 0% CAGR over 4y
Location
Zensco Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
MY MANTRA LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
Charterhouse Estate Planning & Investment Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable
Location
GELT Personal Financial Services Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Vale Independent Financial Advisers Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and financial planning services to individuals and businesses, including pension planning, savings and investment advice, estate planning, mortgage advice, and…
Serves private individuals and business clients, including people with pension, investment, estate, mortgage or protection needs, locally in South Wales and nationally.
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
PRJ Financial Planning Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to private and corporate clients, including investment planning, retirement and pension advice, protection planning, mortgages, and…
Serves private clients, business owners and corporate clients in South Wales and surrounding areas seeking financial planning and wealth management advice.
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
LEABOLD FINANCIAL MANAGEMENT LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides financial advice and planning services to individuals and organisations, including investment planning, pensions and retirement advice, and portfolio management. Offers ongoing adviser…
Serves private individuals seeking financial planning and portfolio support, as well as pension scheme trustees needing regulated advice and governance-related support.
Financial Health
WeakWeak · -19% CAGR over 3y
Location
DAVIES FINANCIAL LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning for individuals and businesses, including investments, pensions, retirement planning, protection, auto‑enrolment workplace pensions, estate planning…
Serves individuals and businesses across the UK seeking independent financial advice, including business owners, professionals, retirees and families, with clients also referred by accountants and…
Financial Health
StrongStrong · Hiring · 4% CAGR over 4y
Location
MAGENTA FINANCIAL PLANNING LIMITED
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides personal financial planning and advice, including retirement planning, pensions and investment guidance, cashflow forecasting, life and health insurance advice, and inheritance tax and…
Serves private individuals and families seeking personal financial guidance, especially those facing retirement, inheritance, divorce, bereavement, career changes, or other life milestones.
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 5y
Location
FERNQUEST FINANCIAL PLANNING LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals on investments, pensions, mortgages and protection products. Assesses financial goals, recommends products from across the market, and supports…
Serves individual consumers seeking personal financial advice, including first-time mortgage borrowers, investors, retirement planners, and people needing protection products. Also works with clients…
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
INSURANCE SERVICES WALES LTD.
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial advice and planning services to individuals and business owners, including investment and savings products, pension and retirement planning, insurance and protection policies,…
Serves individual consumers across life stages, including first-time buyers, homeowners, landlords, retirees and families, alongside business owners and company directors.
Financial Health
WeakWeak · Hiring · 6% CAGR over 4y
Location
Chapelwood Estate Planning Limited
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services including investment management, retirement planning, estate planning with wills and trusts, protection planning, and business financial planning,…
Serves UK-wide private clients, couples and families, alongside business owners and directors seeking support with wealth, retirement, protection and estate planning.
Financial Health
StrongStrong
Location
ACUMEN ASSOCIATE FINANCIAL SERVICES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and planning for individuals and businesses, covering pensions, savings and investment portfolios, mortgages, equity release, insurance, and inheritance…
Serves both consumers seeking personal financial advice and business clients needing corporate financial planning, with stated focus on professionals and organisations in medical, dental, education…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
WEALTHIFY GROUP LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides online discretionary investment management through a digital platform and mobile app, offering managed investment plans, stocks and shares ISAs, self‑invested personal pensions, and junior…
Serves UK retail consumers, including individuals saving or investing through ISAs, parents investing for children, and people consolidating or contributing to personal pensions.
Financial Health
WeakWeak
Location
Bluestone Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides wealth management and financial advisory services, including financial planning, investment portfolio management, retirement planning, estate planning, and insurance and tax planning…
Serves affluent individuals and families, including current and future retirees, seeking personal wealth, retirement, estate, investment, insurance and tax planning guidance.
Financial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
Rapport Financial Planning Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including mortgage advice for home purchase, remortgaging and buy‑to‑let, secured loans, insurance and protection policies, pension and investment…
Serves individuals and households, including first-time buyers, home movers, remortgagers, homeowners, landlords, buy-to-let investors and people planning for retirement or inheritance.
Financial Health
StrongStrong · Growing, Hiring · 6% CAGR over 5y
Location
Mollam Wealth Ltd
Trajectory
2y · 2025–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
SLD WEALTH LIMITED
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
StrongStrong
Location
Charles Hammett Wealth Management Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
HealthyHealthy · Hiring · 15% CAGR over 2y
Location
SIMON ROWLES FINANCIAL PLANNING LIMITED
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
IT Mortgages and Finance Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Taylor-Made Mortgage Solutions Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
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How Cardiff Wealth Management companies work and how to sell to them
What they do
Cardiff wealth managers usually earn through recurring advice and administration fees, often linked to assets under advice, plus planning fees for pensions, tax-sensitive restructuring, inheritance work and investment implementation. Discretionary mandates add portfolio-management charges where the adviser has permission to make investment changes without asking the client each time. The commercial product is a serviced advice relationship: fact-finding, risk profiling, suitability letters, portfolio reporting, annual reviews and client communications. Pricing tends to rise with portfolio complexity, the number of family members or trustees involved, and the amount of documentation needed to defend the recommendation later.
Who they sell to
Their customers are typically private clients, families, owner-managed businesses, trustees and employers that need pension or benefit-related advice. The buyer is often the individual client, but influence can sit with spouses, adult children, accountants, solicitors, trustees, finance directors or HR leaders. Private-client sales usually come through referrals, local reputation and professional introducers, with several advice meetings before assets move. Employer and trustee work is more formal, often involving committee approval, fee comparison and evidence that the adviser can support governance, reporting and member communications over time.
What they buy
Most Cardiff wealth management firms tend to spend on client relationship management, financial planning software, portfolio reporting, document management, secure client portals, identity checks, risk profiling, call recording and compliance monitoring. Advice practices also buy outsourced paraplanning, file review, discretionary investment support, tax and legal advice, accountancy, cyber security, marketing, website maintenance and recruitment. Firms with larger client books may look for workflow tools that reduce rekeying between onboarding, suitability, portfolio review and billing. Smaller practices are more likely to favour services that add capacity without forcing a full systems migration.
Why and how to sell to them
Sellers tend to get attention when a firm is carrying more review work than its advisers can process, adding advisers, buying a client book, preparing for succession or tightening supervision after a compliance review. Useful outbound angles are usually operational rather than aspirational: fewer manual file checks, clearer evidence of advice quality, faster client onboarding, cleaner fee reconciliation, safer document exchange or better segmentation of lower-value portfolios. Messages should recognise that these firms sell trust and regulatory defensibility, so claims about growth alone are less persuasive than proof that a vendor can reduce administrative burden without disrupting client relationships.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
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Frequently asked questions
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