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Cardiff IFA handed 9-year bankruptcy order

Marc Jones, an IFA from Cardiff, has undertaken nine years of bankruptcy restrictions after failing to provide services to customers.


Financial Planner moves to 4 day week 

UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.


Tilney returns to Cardiff as it recommits to Wales

Wealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.


Chartered Financial Planner reveals plans to double staff

A rapidly growing Cardiff-based Chartered Financial Planning firm has revealed plans to more than double its staff from 36 to 76 over the next two years as it gears up for further growth. 

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