Financial Planning Wales Ltd

Name: Financial Planning Wales Ltd
Address: 62 Cathedral Road, Cardiff, Wales, CF11 9LL, GB
Telephone: 029 2064 1188
Price range: $$$
Rating: 5

Independent financial planning in Cardiff that clarifies the path to your retirement goals.

5(4 reviews)

financial-advising

$$$

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About

Financial Planning Wales Ltd, located at 62 Cathedral Rd, Pontcanna, Cardiff, offers independent financial planning and advisory services. Clients describe the team as professional with an objective-led approach and clear explanations that are easy to understand. The advisers are responsive and provide high-quality service, with a focus on helping clients maximise assets and gain confidence for their financial future.

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Location

62 Cathedral Rd, Pontcanna, Cardiff CF11 9LL, UK

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Information

62 Cathedral Road

Cardiff, Wales, CF11 9LL

029 2064 1188 financialplanningwales.co.uk/

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Services

Retirement Planning

Tailored strategies to secure your financial future as you approach retirement, focusing on risk management and asset maximization.

Investment Management

Professional management of investment portfolios aligned with your objectives, providing balanced growth and security.

Pension Advice

Expert guidance on pension pots and options to optimize savings and ensure sustainable income in retirement.

Financial Goal Review

Regular assessments to adjust plans based on changing needs, ensuring your financial objectives are consistently met.

Independent Financial Advisory

Unbiased, client-focused advice from experienced advisers who prioritize your comfort and understanding.

5.00 · 4 reviews

Overall rating

Lauren Goodland

via Google

· 5 years ago

Paul Cheadle

via Google

· 5 years ago

In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.

Ian Palmer

via Google

· 5 years ago

Maria Nicholas

via Google

· 5 years ago

Maximus Accountants, Chartered Certified Accountants, operates from 248 City Rd, Cardiff CF24 3JJ. The team is praised for professionalism, knowledge, and responsiveness, explaining complex matters clearly and taking a proactive approach. Clients value practical advice that saves money, ensures compliance, and keeps accounts on track, with timely filings and 5-star, client-focused service that feels like a trusted partner.

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