ADVICE. CHOICE. TRUST.

Helping you take control of your finances.

ABOUT US.

We are independent financial advisors based in central Cardiff but offering advice to clients throughout the UK.

We offer our clients tailored solutions with the aim of empowering them to make informed financial decisions, achieve their financial goals, and navigate the complexities of the financial world. We understand that every client has different aspirations, life goals and circumstances, which is why we offer personalised advice tailored to your goals and needs both now and throughout your life.

Whether you require advice on your current financial situation, have an upcoming change to your circumstances or are not sure where to start, get in touch with us today for an initial discussion in order to kickstart your journey to taking control of your finances.

OUR SERVICES.

  • Investments

    Investments can be an excellent way to grow your wealth, allowing you to save for the future and protect against inflation. We have access to a wide range of funds and can provide you with expert advice to enable you to build an investment portfolio you are happy with.

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  • Retirement Planning

    Retirement may seem a long way off, but it’s never too soon to begin saving. We can assist you by advising on your specific pension requirements and help you make the most of the retirement opportunities available to you.

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  • Tax Planning

    Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15.

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  • Protection

    We have expertise in advising and assisting on the arrangement of insurance in order to ensure your needs are met. Reach out below for further information relating to life cover, critical illness, mortgage protection and/or income protection.

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  • Mortgages

    Whether you’re a first time buyer, looking to remortgage an existing property or are investing in a buy-to-let, we can assist you in advising on and arranging your mortgage. Get in touch today for further information.

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  • Inheritance

    Get in touch today for advice so that we can provide you with expertise in relation to planning your inheritance in a way that is tax efficient.

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TESTIMONIALS.

  • "I went to Tony for advice about my pension and he explained everything clearly and in detail. He has helped me feel more confident about the future."

    William B

  • "I’ve used A.C.T. for years for my pension and investments due to the level of personal service received. The process is always explained transparently, allowing me to make an informed decision about what to do with my money. I feel fully confident in the guidance I receive.”

    Karen C

  • “Tony has been my advisor for a number of years and is always happy to sit down with me and respond to my queries. His advice is clear and professional and it is great to have an independent advisor who can advise me of products on the whole of the market, providing me with more choice. Katie has been a great addition to the team and nothing is too much trouble for her.”

    Sian J

GET IN TOUCH.

email: info@actfinancialservices.co.uk

Shanahan’s Solicitors 25 Park Place Cardiff CF10 3BA

A.C.T. Financial Services Ltd is a limited company registered in England and Wales under company number 04664780 and authorised and regulated by the Financial Conduct Authority under FCA number 706413.