TD Financial LTD: Trusted financial guidance for mortgages, investments, and peace of mind.
TD Financial LTD, based in Cardiff, offers insurance, finance, and consultancy services. Located at James William House, 9 Museum Pl, it assists clients with mortgages, retirement planning, and life insurance, delivering professional, friendly guidance. Clients praise Becky Hall and Ashley for clear communication, tailored advice, and reliable support throughout complex financial decisions.
James William House, 9 Museum Pl, Cardiff CF10 3BD, UK
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Expert guidance on securing mortgages with tailored options and step-by-step support for home buyers.
Comprehensive financial planning for early retirement, including investment strategies and income management.
Personalized advice on life insurance policies to ensure coverage and peace of mind for families.
Professional management and advice on investments to optimize financial growth and security.
One-on-one consultations to review personal finances, provide visual insights, and develop customized plans.
Overall rating
Emily
Becky Hall at TD financial is fantastic, she worked tirelessly to help us secure our mortgage. She kept us updated and informed during the whole process, and with her kind and friendly manner, she was a pleasure to deal with!! Would totally recommend to others!
Sara Ashford
Really pleased with the professional service received from Ashley since I retired and needed advice how to invest and manage my finances. Ashley is friendly, helpful and supportive always available to answer any questions I have . Would highly recommend.
Liz Jones
Ashley at TD Financial has been professional, helpful and extremely easy to deal with throughout the whole process. He has made the complex process of preparing me financially for early retirement straightforward and relatively painless. Thank you.
Andy Keohane
It is fair to say that i was fairly "apprehensive" over reaching out to someone else to dicuss what is to everyone, extremely personal finances. I sampled more than 3 companies and finally settled on TD Financial Ltd, (aka Ashley) who was very personal and professional at the same time and i very quickly had faith in his ability and confidentiality. Having run multi million pound budgets within business i was pretty confident in my ability to manage money but there was something missing that was not within my area of expertise. Ashley took every detail of my personal finances, and juggled multiple options around finally showing myself in great detail and visual form in the comfort of my own home on my television screen. Just what i wanted and needed! We are now some 15 months down the line and i am very happy with my current position and the support i receive from TD Financial. We keep in regular contact, and Ashley is always there to pick up any queries i have or able to provide advice where required, exactly what you need from a Financial Advisor! I have recommended several of my friends and colleagues in this direction and to have a non-committal discussion at the very least.
Richard Samuel
I am delighted to share my experience working with Becky, our financial advisor, who has been instrumental in helping my wife and me navigate the complexities of securing a mortgage and life insurance. Becky's expertise and dedication have made a significant difference in our financial planning journey. From the outset, Becky demonstrated a deep understanding of our needs and provided tailored advice that was both insightful and practical. Her ability to explain complex financial concepts in a clear and accessible manner was invaluable, ensuring we felt confident and informed throughout the process. Becky's professionalism and attention to detail were evident in every interaction. She meticulously reviewed our financial situation, identified the best mortgage options, and guided us through each step with patience and clarity. Her thorough approach ensured that we secured a mortgage that perfectly suited our needs and financial goals. In addition to assisting with our mortgage, Becky also helped us select the most appropriate life insurance policies. She took the time to understand our family's unique circumstances and provided recommendations that offered comprehensive coverage and peace of mind. Becky's commitment to our well-being was evident in her thoughtful and personalized advice. Throughout our engagement, Becky was always responsive and available to address any questions or concerns we had. Her friendly and approachable demeanor made working with her a pleasure, and we felt supported and valued every step of the way. We are incredibly grateful for Becky's expertise and support. Her contributions have had a profound impact on our financial security and future planning. We highly recommend Becky to anyone seeking a knowledgeable and dedicated financial advisor.
