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CARLSON WEALTH MANAGEMENT LIMITED

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35 Maindy Road, Cardiff, South Glamorgan, CF24 4HL
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https://www.carlsonwealthmanagement.co.uk
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FCA Number: 673112
Website Image of CARLSON WEALTH MANAGEMENT LIMITED

Carlson Wealth Management Limited is a reputable financial services firm regulated by the FCA under number 673112. Strategically based in Cardiff, South Glamorgan, they extend their top-tier services across the broader region. The firm specializes in comprehensive financial planning, offering expert advice on life investments, pensions retirement, and more. With a client-focused approach, Carlson Wealth Management delivers trustworthy and tailored solutions that suit the individual financial needs of all clients. Their team of skilled professionals is dedicated to helping clients secure their financial future through expertly-managed wealth strategies. Located in bustling Maindy Road, the company is both accessible and approachable, serving as the go-to source for dependable financial guidance in Cardiff and beyond.

Their team includes one financial adviser. Check FCA registration here.

CARLSON WEALTH MANAGEMENT LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to CARLSON WEALTH MANAGEMENT LIMITED from the Motorway

  1. From the M4:
  2. At Junction 17, proceed to take the A429/A350 exit labeled Cirencester/Chippenham.
  3. Subsequently, merge onto the M4.
  4. Shift slightly to the left onto the A48(M), following signs for Cardiff (E), Cardiff (S), Caerdydd (Dn), and Caerdydd (D).
  5. Proceed along Eastern Avenue/A48.
  6. Upon reaching the A470 ramp, follow the signs towards City Centre/Canol y Ddinas/M4.
  7. Arriving at the Gabalfa Interchange, select the second exit.
  8. Then, merge onto North Road/A470 via the ramp leading to City Centre/Canol y Ddinas/Cardiff University/Prifysgol Caerdydd/Civic Centre/Canolfan Dinesig.
  9. Finally, turn left onto Maindy Road. Your destination will be on the right.

List of advisers under CARLSON WEALTH MANAGEMENT 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.

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