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Cardiff
For 30 years I have been providing financial planning advice for clients far and wide. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'. I am happy to discuss your requirements without charge, helping you to make the right decisions.
Cardiff
As a qualified qualified adviser with a passion in the industry, I provide financial planning advise mainly within the investment and retirement planning space. My goal is to ensure all clients of mine have clear and definitive long term financial goals which I can guide them too through the whole process. In order to do this I strive to build long term relationships with every single client to ensure they stay on track to reach their goals and feel comfortable every step of the way.
Cardiff
Rebecca Rogers
Excellent advice, everything explained clearly and in a manner I could understand, Richard dealt with all the paperwork making it painless and easy for me. I’d been putting off reviewing my pension options because quite frankly I didn’t know where to start but Richard handled everything fantastically. I’d highly recommend!
based on 52 reviews
The average rating for Bark Investment Advisors in Cardiff is 4.93, based on 52 reviews.