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hello@tudorhousefs.co.uk

029 20 660116

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We Provide Peace of Mind

Our goal is to be the trusted financial planning partner for successful families and business owners who value personal relationships, independent advice and thoughtful long-term planning.

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Welcome to Tudor House Financial Services

We are an independent Chartered financial planning firm, specialising in wealth planning for successful families and business owners.

We build long-term relationships with our clients, many of whom are introduced to us by their accountants, or existing Tudor House clients.

Established in 2004, we are an independent Chartered financial planning firm with offices in Cardiff and Cowbridge, providing personal advice to successful families and business owners.

Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteMore about us...
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Our Services

We help successful families and business owners build, protect and pass on their wealth through financial planning shaped around their lives.

What we do...
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Our Approach

We provide a personal, long-term financial planning service, bringing together our clients’ personal, family and business financial affairs.

How we help...
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Meet Our Team

Our experienced team takes time to understand our clients and their families, combining professional expertise with personal care and attention.

Our people...
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​Colin and Sharon Lewis, Business Owners, Liberty Care Ltd.

"We have worked with Dafydd at Tudor House for around 15 years. He has supported us from the start of our business to the present day and has always been available at the end of the phone or via email whenever we have needed clarity, or to assist where we have stumbled. We trust in Dafydd’s knowledge and integrity and have highly recommended him to friends and local businesses."  

Mr & Mrs Steve and Myra Young, retired business owners.

"Having had a ten year plus relationship with Tudor House to date, it goes without saying that we are extremely pleased with the level of support received and would thoroughly recommend Tudor House in future.”

​David Essex Williams LlB, Retired Barrister of Middle Temple and member of the Wales Circuit.

“I have used the financial services provided by Tudor House over many years. I have always been very pleased with the quality of service provided whether by way of general advice, specific investment advice or the provision of sound advice to specific questions raised. I have no hesitation in recommending the services of Tudor House."

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Would you like more information? Get in touch, to speak to an adviser.

If you are a business owner and would like to discuss how we can help you, please contact us for an initial meeting.

Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteContact Us