{"id":29646,"date":"2022-03-10T09:47:58","date_gmt":"2022-03-10T09:47:58","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/cardiff\/"},"modified":"2026-10-13T08:20:30","modified_gmt":"2026-10-13T08:20:30","slug":"cardiff","status":"publish","type":"rbcwm_office","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/cardiff","title":{"rendered":"Cardiff"},"content":{"rendered":"\n
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We offer a full range of financial advice and investment management services for individuals, families, charities, clients of independent financial advisers, trustees, and pension funds. We have developed strong relationships with professionals such as solicitors and accountants throughout Wales.<\/p>\n\n\n\n

What RBC Brewin Dolphin can do for you<\/h3>\n\n\n\n

Within our Wales office, we have dedicated teams who specialise in expert financial planning and investment solutions.<\/p>\n\n\n\n

Our aim is to understand your ambitions and help you build a more financially secure future. We will give you peace of mind that your goals are on track, and ensure you are investing tax efficiently through ISAs, pensions, inheritance tax planning and more.<\/p>\n\n\n\n

We are proud holders of Cynnig Cymraeg accreditation, which has been awarded for the standard of Welsh language services we offer.<\/p>\n\n\n\n

We have a range of services available \u2013 from our fully personalised wealth management service, to our online Brewin Portfolio Service. Please feel free to request a callback to discuss which service is most suitable for you.<\/p>\n\n\n\n

Rydym yn cynnig amrywiaeth lawn o wasanaethau cyngor ariannol a rheoli buddsoddiadau i unigolion, teuluoedd, elusennau, cleientiaid cynghorwyr ariannol annibynnol, ymddiriedolwyr a chronfeydd pensiwn. Rydym wedi meithrin cydberthnasau cryf \u00e2 gweithwyr proffesiynol megis cyfreithwyr a chyfrifwyr ledled Cymru.<\/p>\n\n\n\n

Beth all RBC Brewin Dolphin ei wneud i chi<\/h3>\n\n\n\n

Yn ein swyddfa yng Nghymru, mae gennym dimau dynodedig sy\u2019n arbenigo mewn cynllunio ariannol arbenigol ac atebion buddsoddi.<\/p>\n\n\n\n

Ein nod yw deall eich uchelgeisiau a\u2019ch helpu i greu dyfodol sy\u2019n fwy sicr yn ariannol. Byddwn yn rhoi tawelwch meddwl i chi bod eich nodau ar y trywydd cywir, ac yn sicrhau eich bod yn buddsoddi mewn ffordd sy\u2019n effeithlon o ran treth drwy ISAs, pensiynau, cynllunio treth etifeddiant a mwy.<\/p>\n\n\n\n

Rydym yn falch o fod ag achrediad Cynnig Cymraeg, sydd wedi cael ei ddyfarnu am safon y gwasanaethau Cymraeg rydym yn eu cynnig.<\/p>\n\n\n\n

Mae amrywiaeth o wasanaethau ar gael gennym \u2013 o\u2019n gwasanaeth rheoli cyfoeth wedi\u2019i bersonoli, i\u2019n Gwasanaeth Portffolio Brewin. Mae croeso i chi ofyn am alwad yn \u00f4l i drafod pa wasanaeth sydd fwyaf addas i chi.<\/p>\n\n\n\n

Services for intermediaries<\/h3>\n\n\n\n

Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we\u2019ll support you in helping them achieve their ambitions \u2013 as well as your own. We offer a range of services to help you meet the needs of each client including:<\/p>\n\n\n\n