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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Cardiff let alone UniversityWales Institute (Cardiff) ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Glamorgan.

Good luck! 

Independent Financial Advisors IFAs

Allen Financial Services

41 Birchgrove Rd, Cardiff CF14 1RR, UK – 029 2002 6220

Rob is everything one would want from a mortgage adviser: quick, efficient, accessible, explaining everything in plain language, and able to think outside the box! Years of experience clearly make all the difference. I especially appreciated his personalised approach (my case was far from easy) and his clever paperless solutions.

I was looking to get a mortgage for a quick move, tried to sort this out online, but the process was painfully slow so decided to use a financial adviser. Robert Allen was the one I chose. I have been stung in the past with endowments etc, so was a bit nervous about using an advisor again. Fortunately Rob turned out to be one of the good guys! Small front room outfit which means you are not paying for fancy offices, Rob spent a whole morning going through my financial details and set me up with a good deal. We managed to get stung - gazumped 3 times, but Rob's patience during this time was very helpful. A couple of glitches were ironed out by Rob who was like a terrior at a bone when the building societies were messing around. All in all a great service, I wouldn't hesitate in recommending him to anyone looking to get a good deal on a mortgage! 10/10

Cardiff Mortgage Centre

300 North Rd, Cardiff CF14 3BN, UK – 029 2061 4343

Culver Financial Management

Llanmaes, Cardiff CF5 6DU, UK – 029 2067 5143

We could not find any Stockbrokers and investment specialists around your location. Please click below to see full results from Google.

Investment Companies - Business Angels


50 Severn Grove, Cardiff CF11 9EN, UK – 029 2066 8710

We received a fantastic service from Maison during our recent move to Cardiff. Ffion and the team were extremely efficient, professional and provided a faultless process from our initial viewing through to tenancy completion. We would highly recommend Maison for any letting requirements.

Honestly such a friendly approachable service. I never felt like anything was too much trouble for them. They even let me fix some problems after checkout so I didn't lose my deposit. Definitely would rent from them again!

Grant Thornton UK LLP (Cardiff)

11-13 Penhill Rd, Cardiff CF11 9UP, UK – 029 2023 5591


Hedel Rd, Cardiff CF11 8DJ, UK

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