Testimonials

What do our clients say about us?

Four years ago Danny began advising me with regard to financial planning. From the outset it was clear that he was very experienced and highly knowledgeable of all matters regarding financial services. His explanations are clear and concise and very easy to understand; he always gives ‘both’ sides of the story enabling me to make an informed choice knowing all the facts. Even when there is a robust investment strategy already in place, Danny proactively seeks out new options for consideration. When considering the administrative side of the business, it is also clear that he has a very good support team in place. We have had a very successful financial relationship; long may it continue!

Dafydd

We have been very happy with the services provided by Danny Norval and team at Financial Planning Business Limited. We undertook a mortgage and protection review and found them very helpful, professional and great to work with and would definitely use them again!

Stacy & James

Steve and Helena at FPB could not have done more for us. They are highly efficient and do everything that they can to make the house buying process less stressful and ensure both the mortgage itself and the relevant insurance are organised appropriately. We will miss emailing Steve - the most hardworking bloke I know! A very friendly, welcoming company that we would recommend to everyone!

Sophie & Aneira

Having received professional financial planning services from Danny for 10 years plus, he has always put our interests first. Danny has a very amenable, professional and personable manner and works with integrity. He is clear and explains in an easily comprehensible way, sound financial advice and guidance. His up to date expertise of the financial sector creates a trust that is fundamental to clients when making an investment decision. We would highly recommend Danny to any investor or individual seeking financial advice.

Andy & Kate

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Company address: Financial Planning Business Limited, First Floor Office, 5 Station Road, Cardiff, Wales, CF15 8AA

T: 029 2069 2003 E: info@fpbmoney.com

Financial Planning Business Limited is registered in England and Wales, Company No: 08103976. Registered Address: First Floor Office 5 Station Road, Radyr, Cardiff, CF15 8AA The guidance and / or information contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Financial Planning Business Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 25/07/2024.