Financial Planning (Wales) LTD
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- Financial Planning (Wales) Ltd, 62 Cathedral Road, Cardiff, South Glamorgan, CF11 9LL
Financial Planning (Wales) Ltd, located on the pleasant Cathedral Road in Cardiff, is a trusted firm offering expert advice on investments, life and pensions retirement planning. We are proud to be regulated by the FCA, reassuring our clients with our registration number 190597. Our services encompass personalised financial planning to meet individual needs. We serve Cardiff and surrounding regions, extending our expertise to a diverse range of clients. The heart of our business lies in providing reliable, regulated advice, without resorting to jargon. Approach us for a comprehensive financial strategy, whether you're planning for retirement or creating an investment portfolio. Our responsive team prioritizes your goals, ensuring a solid financial future. Trust us to navigate your financial journey meticulously.
Their team includes one financial adviser. Check FCA registration here.
Financial Planning (Wales) LTD are approved by the FCA to give advice on:
Directions to Financial Planning (Wales) LTD from the Motorway
- From the M4:
- At Junction 17, take the A429/A350 exit towards Cirencester/Chippenham.
- Subsequently, merge onto the M4.
- Then, take a slight left onto the A48(M), following signs for Cardiff (E), Cardiff (S), Caerdydd (Dn), and Caerdydd (D).
- Continue on Eastern Ave/A48 and continue to follow the A48.
- Turn left onto Mill Ln/A4119.
- Turn left again onto Cardiff Rd/A4119.
- Finally, turn left onto Penhill Rd/A4119 and continue to follow the A4119. The destination will be on your left.
List of advisers under Financial Planning (Wales) LTD:
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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.