About Us

TD Financial is 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 to 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 advisers, 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 marketplace, 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.