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  • Brooks Macdonald snaps up £170m AUM Cardiff Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.

  • Investment Manager – UHNW Clients – £60k-£80k – Cardiff (2915)

  • Bartholomew Hawkins HQ

    Chartered Financial Planner reveals plans to double staff

  • Tilney Smith & Williamson's website

    Tilney returns to Cardiff as it recommits to Wales

  • Some of the UNIQ Family Wealth team

    Financial Planner moves to 4 day week 

  • Marc is now under a number of restrictions

    Cardiff IFA handed 9-year bankruptcy order

  • FSCS website

    FSCS declares Cardiff pension firm in default

  • FSCS website

    Cardiff adviser fails with pension claim

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