Halen Wealth Limited
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- The Old Vicarage, Llancarfan, Barry, South Glamorgan, CF62 3AJ
Halen Wealth Limited is a South Glamorgan-based firm that delivers impeccable life, investment, and pension retirement advice, including indispensable financial planning. Regulated by the FCA under number 816033, its highly skilled team prides itself on approachable, regulated advice. Professionally located in the charming setting of The Old Vicarage, Llancarfan, Barry, they serve diverse clientele throughout the surrounding areas. With regional coverage spanning nearby Barry and beyond, Halen Wealth focuses on tailoring individualized strategies to ensure your financial future is secure and prosperous. Trust their expertise for a partnership that goes beyond numbers, valuing client-centricity above profitable buzzwords. Discover why Halen Wealth Limited is the esteemed choice for discerning individuals seeking regulated, trustworthy financial guidance.
Their team includes one financial adviser. Check FCA registration here.
Halen Wealth Limited are approved by the FCA to give advice on:
Directions to Halen Wealth Limited from the Motorway
- From the M4:
- At Junction 17, take the A429/A350 exit towards Cirencester/Chippenham.
- Merge onto the M4.
- At Junction 34, take the exit towards Llantrisant/Rhondda/A4119.
- At the Miskin Interchange, take the first exit.
- Make a right turn.
- Make another right turn.
- Proceed to make a third right turn in the direction of Greenway Road.
- Continue in the same direction of Greenway Road.
- Bear slightly left towards Greenway Road.
- Take a left turn onto Greenway Road.
- Continue on Greenway Road.
- Make a right turn.
- Bear slightly left. The destination will be on your right.
List of advisers under Halen Wealth Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.