Independent mortgage & financial advisers

We are here to help you achieve your financial goals

Investments | Pensions | Life | Health | Income | Mortgages | Estate Planning

TD Financial are a team of professional independent financial advisers with experience in all areas of financial management. Our head office is in Cardiff, and we have advisers across South Wales.

Our clients like us because of our knowledge and expertise, our straight forward approach and our independence.  We are not tied into any particular products so we are free to shop around to find the right financial products for you.

The maze of financial products out there can be confusing, and as you go through life you can end up with pensions, insurances and savings pots. In a portfolio which you never review.

We will work with you to decide what products you need, matching them to your attitude to risk and where you are in your life.

As independent financial advisors we work for you and have no bias towards any particular provider.  We are fee based advisers and have a range of payment options.  All initial consultations are provided without charge.

We have advisers who specialise in inheritance tax and estate planning.

As independent mortgage brokers we have access to the whole mortgage market place, with over 30 lenders and 1,000 mortgages. TD Financial compares mortgages from all the leading high street Banks, Building Societies and Specialist Lenders.

We also offer advice on a range of life insurance, mortgage repayment protection and buildings and contents insurance from our extensive panel of Insurance Companies.

You can choose how you prefer to do business with us, telephone, email, our office or your home. Please feel free to call us on 02920 231857.

Our Services

The Financial Conduct Authority does not regulate taxation advice, estate planning and some forms of mortgage. 

Want to know more?

Call us for a friendly chat on 02920 231 857 or email: