At Cardiff Financial Services Limited, our overarching vision is to make a positive impact on the lives of all those who engage with us. To embody this vision, we consistently strive to deliver the highest quality advice with a steadfast commitment to transparency and fairness. Our business purpose revolves around two core beliefs:
Guiding and Supporting Your Mortgage Journey:
Our primary goal is to assist and stand by you at every step of your mortgage journey. We understand that this is a significant financial undertaking, and we're here to provide the guidance and support you need to make informed decisions.
Understanding Your Finances for Your Wellbeing:
We take a holistic approach to financial management. Beyond mortgages, we deeply comprehend your overall financial health and work diligently to ensure your wellbeing. We recognize that financial stability is essential for peace of mind, and we are dedicated to alleviating stress and anxiety by providing the support you require when facing challenges like rising mortgage payments or increasing debts.
In essence, our commitment is unwavering. From the very beginning to the successful conclusion, we are here for you, ready to assist with your financial journey and ensure your peace of mind.
Supporting You Every Step Of The Way (Vulnerability)
We recognize that, at various points in their lives, our clients may encounter situations that render them potentially vulnerable. These circumstances could include a shift in health, the responsibility of caring for a family member, or the emotional strain of losing a loved one. Vulnerability can manifest in various forms, and what may make one person vulnerable may not have the same effect on another. When faced with vulnerability, our financial advice needs may evolve. However, acknowledging vulnerability and reaching out for assistance can sometimes be a challenging step.
If you wish to explore this topic with your advisor, please request a copy of our support guide. This guide has been thoughtfully crafted to shed light on the concept of vulnerability and the avenues through which we can offer support. If you find that any of the circumstances outlined in the brochure resonate with your current situation, please don't hesitate to initiate a conversation with us. We are here to assist and support you during these challenging times.
We are part of The Openwork Partnership
Together, we are always by your side
The Openwork Partnership is one of UK’s largest and longest-established financial advice and investment companies.
Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change.
Every firm is individual and distinct, yet we share values and standards with each other - for the benefit of our clients.
- Make sure we work to the highest standards of compliance and regulation.
- Fully research the financial products available and work with product providers to secure the best solutions for our clients.
- Access correct training and professional development.
- Sustain quality standards in the advice we give our clients.
To maintain these high standards, The Openwork Partnership may contact you directly to you ensure your satisfaction and ask for your feedback.
We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism.
Book a Consultation
Here's a breakdown of the timeframes for our meetings:
30 Minutes: Informal Conversation
This is an opportunity for us to engage in an informal discussion. During this half-hour session, we won't provide specific advice. Instead, we can use this time to get to know each other better, understand your financial goals, and answer any initial questions or concerns you may have.
1 Hour: Fact Find, Advice, and Recommendations Meeting
In this one-hour meeting, we will delve into a more comprehensive assessment of your financial situation. To make the most of this session, it's essential that you complete the fact find questionnaire in advance and upload the necessary documents. This will enable us to provide you with accurate advice and tailored recommendations based on your specific circumstances.
Please ensure you've completed these steps to make the most of our time together during the one- hour meeting.