Financial advisers in Cardiff: list of 21 free CSV

How many financial advisers are in Cardiff?

OpenStreetMap lists 21 named advice firms and offices inside the Cardiff city boundary (149 km²), extract of 10 Nov 2026. 43% of the records list a website and 14% a phone number; 12 named financial advisers have no website on the public record.

Examples on the list: Bartholomew Hawkins, EQ, F P B financial planning business.

Financial advisers in Cardiff at a glance: most are in Civic Centre (7), Castle Quarter (2), Pontprennau (2); the busiest street is Museum Place, Civic Centre (4); records were last edited between Aug 2020 and Sep 2026; Inventory 2 Invoice and Lloyds Banking Group list a business phone.

Edited on the map in the 90 days before the extract: 3 records, including Bartholomew Hawkins, Lloyds Banking Group, Planet 3 Wealth.

21named advice firms and offices
43%list a website
12no website listed
12neighbourhoods

Data © OpenStreetMap contributors, ODbL, extract of 10 Nov 2026. The CSV is under the same licence.

All 21 financial advisers, A to Z

on the map recordmissing from the record

All 21 are shown. Use the filters to narrow them.

Financial advisers in Cardiff, OpenStreetMap extract of 10 Nov 2026.
Business Street and area Website Phone Hours
Bartholomew Hawkins 5 Oak Tree Court, Pontprennau bhifa.co.uk
EQnot edited since 2021 1 Ellen Street, Canal Quarter equiniti.com
F P B financial planning business Radyr, no street on record
Hawthorn Mortgages & Financenot edited since 2021 16 Museum Place, Civic Centre
Inventory 2 Invoice 215 Whitchurch Road, Mynachdy inventory2invoice.com +44 2921 432 150
Lloyds Bank 1 John Street, Brewery Quarter lloydsbankinggroup.com
Lloyds Banking Group Malthouse Avenue, Pontprennau lloydstsb.com +44 2920 737 235
MG Mortgages Limited Whitchurch, no street on record
Monzo Cardiffnot edited since 2020 2 Kingsway, Castle Quarter monzo.com
Mulberry Wealth Management Cyncoed, no street on record
PDB Wealth Management Ltdnot edited since 2021 5-7 Museum Place, Civic Centre
Planet 3 Wealth Llandaff North, no street on record planet3wealth.co.uk
Rogerstan Finance Ltdnot edited since 2021 6 Park Grove, Civic Centre
Specialist Finance Centre Adamsdown, no street on record
Specialist Finance Centrenot edited since 2021 35 Park Place, Civic Centre
St. James's Place Wealth Management - Cardiffnot edited since 2020 2 Kingsway, Castle Quarter sjp.co.uk
Sterling Welsh IFAnot edited since 2021 35 Park Place, Civic Centre
Thomas Duffy IFAnot edited since 2021 16 Museum Place, Civic Centre
True Potential Wealth Management 163 Cowbridge Road East, Canton truepotential.co.uk +44 29 2037 6620
Watkin Davies Whitchurch, no street on record
Wyndham Lewis Trustnot edited since 2021 5-7 Museum Place, Civic Centre

Download the full CSV (21 rows)

Also as Excel file of the 21 financial advisers, GeoJSON file of the 21 financial advisers, KML file of the 21 financial advisers (maps and spreadsheets; same rows, same licence).

Financial advisers in Cardiff with no website listed

5 of 21 named non-chain financial advisers.

  • F P B financial planning businessRadyr
  • MG Mortgages LimitedWhitchurch
  • Mulberry Wealth ManagementCyncoed
  • Specialist Finance CentreAdamsdown
  • Watkin DaviesWhitchurch

Where they are

Map of the 21 financial advisers inside the Cardiff boundary; most sit around Civic Centre, Castle Quarter, Pontprennau.
website listedno website, or social page only

Busiest streets

  • Museum Place, Civic Centre4

By neighbourhood

Black: website listed.

What the records hold

21 map records.
FieldRecordsShare
Street address1571%
Website (own site)943%
Phone on file314%
Opening hours524%
Edited since January 20241048%

Half the records were last edited in Apr 2023 or later.

Why other sites show a different number

  • Coverage. 21 mapped; Google Maps holds more.
  • Boundary. 149 km² (map); metro searches count more.
  • Names. No branches.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

  • Emails
  • Phone numbers
  • Websites
  • Star ratings
  • Review counts
  • Social profiles
  • no opening hours

One run: about $0.42 to $0.64 for 21 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

  1. Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
  2. Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
    1. financial advisers in Cardiff, United Kingdom
    2. financial advisers in Civic Centre, Cardiff, United Kingdom
  3. Set Country: United Kingdom; US state: All (nationwide).
  4. Set Maximum leads to 300.
  5. Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
SourceWhat it addsPrice
Google Maps Business Lead Finder with Email & Social Links a second Google Maps route with a different set of columns $0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper Yelp listings with ratings and review counts $0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper adds headcount and team members for each company $0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler reads the websites in the free CSV and returns the emails and phone numbers published there $0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City finds the Facebook pages of businesses that have no website $0.99 per 1,000 + $0.10/GB start

Questions

How many financial advisers are there in Cardiff?

At least 21: that is how many OpenStreetMap has inside the Cardiff city boundary, 21 with a name (extract of 10 Nov 2026). None are tagged as chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Cardiff has the most financial advisers?

Civic Centre (7), then Castle Quarter (2) and Pontprennau (2); the busiest street is Museum Place, Civic Centre (4). 12 neighbourhoods have at least one.

How many financial advisers in Cardiff have no website?

12 of the 21 named financial advisers have no website on their map record; 5 of them are not chain branches.

How do I get phone numbers and emails for financial advisers in Cardiff?

Run Google Maps Business Lead & Email Finder with the search "financial advisers in Cardiff, United Kingdom" plus 1 neighbourhood searches such as "financial advisers in Civic Centre, Cardiff, United Kingdom". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 21 to 240 rows.

Sources

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.

Map extract 10 Nov 2026Next refresh after 5 Dec 2026Data © OpenStreetMap contributors, ODbL