Financial Planning

Made Easier

Guiding You Through The World Of Financial Planning

RWB Wealth prides itself on the first class service that their Cardiff advisers have to offer. We believe in excellence, efficiency and integrity whilst providing a full Financial Planning Service for every individual client.


Financial planning is a broad term that includes everything from buying a home to planning for your retirement, to protecting your loved ones.

Financial planning can start as soon as you’re born and involves making the most out of your own personal financial situation. RWB Wealth are personal and corporate financial advisors that provides a full financial review for every client and we help to highlight any financial shortcomings or opportunities. From here we can begin to build a suitable financial plan based purely on your own personal circumstances.


We offer an initial no obligation consultation and following that we will clearly disclose any fees that would be applicable to your situation, allowing you to decide whether to progress any further.

We never pressurise our clients and pride ourselves on our straightforward, transparent approach to financial planning. We not only provide Financial Advice in Cardiff, Newport and the surrounding areas, but also provide advice to clients across the U.K.
rwb wealth financial planning

What we can do for you


RWB Wealth provide mortgage advice in Cardiff and to the rest of the U.K. We provide mortgage advice...

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Retirement planning can be complicated, but the earlier you start, the more potential you have to achieve a rewarding retirement. A good financial plan can allow you to live the lifestyle of your choice...
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RWB Wealth do not believe in a minimum investment amount, we fully understand that you have to start somewhere. RWB Wealth can provide...

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Protecting yourself is one of the most important parts of financial planning, however, many people often overlook this area...
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The only two things that are certain in life are death and taxes, and unfortunately, Inheritance tax covers both...
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Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
RWB Wealth are a breath of fresh air! They are always available to discuss financial issues, big or small and nothing is too much trouble. Their extensive knowledge provides you with complete comfort knowing that you are receiving the best advice possible. They are down-to-earth, friendly and provide complete reassurance.”

Sam Gibson

Managing Director at Enjovia

Financial Insights

We will shortly be adding several articles that focus on the latest topics that could have an impact on your finances.

Have any questions?
Want to know a little more?

We’re here to help you with any of your questions. If you’d like to contact us or have a query, please fill in our form and we’ll get back to you.
The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.
You can send us a message or call us at:
T: 02920263360
E: [email protected]
RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU
SJP Approved
RWB Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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