Probate Accountant

Planet 3 Wealth Limited is an independent financial advisory firm based in Swansea, serving clients in Cardiff and the surrounding areas since 2016. With a team of experienced advisers, they offer tailored financial planning services, including investments, savings, pensions, and protection. The firm prides itself on building long-term relationships with its clients through a friendly and approachable style. Their commitment to understanding individual client needs ensures that each financial plan is uniquely crafted to address those specific requirements. Generated from the website

Hodge Bakshi Chartered Accountants & Chartered Tax Advisers is a leading firm based in Whitchurch, Wales, with over 40 years of experience serving individuals, small businesses, and large corporations. As the largest family practice in South Wales, they pride themselves on delivering bespoke, industry-focused services tailored to meet the unique needs of their clients. The firm offers a comprehensive range of services, including tax planning, accounting systems health checks, and specialist support for cryptocurrency compliance. With a commitment to maximizing profitability and reducing compliance burdens, Hodge Bakshi is dedicated to helping clients navigate the complexities of taxation and financial management. Generated from the website