Morgan Wealth Management Limited
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- 10 Barn Road, Carmarthen, Dyfed, SA31 1DE
GEM Financial Solutions, situated in Dyfed, Carmarthen, is a reliable source for personalized financial advice. With FCA registration number 522125, the firm offers a range of regulated financial services including life insurance, investments, pensions retirement advice, and comprehensive financial planning. Their team excels in understanding their clients' needs and offering tailored solutions. They are especially known for their proficiency in the broader Carmarthen region and nearby counties. While being approachable to first-time buyers, GEM Financial Solutions maintains its reputation of working closely with local businesses and families. Their office is easy to find, located at 10 Barn Road in Carmarthen, SA31 1DE.
Their team includes 2 financial advisers and 3 mortgage brokers. Check FCA registration here.
Morgan Wealth Management Limited are approved by the FCA to give advice on:
Directions to Morgan Wealth Management Limited from the Motorway
- From the M4:
- Take the A429/A350 exit towards Cirencester/Chippenham at junction 17.
- Proceed to merge onto the M4.
- Upon reaching the roundabout, opt for the second exit onto the A48.
- At the Cross Hands Roundabout, you will take the third exit, staying on the A48.
- Upon arriving at the Pensarn Roundabout, follow the second exit onto the A40.
- At the subsequent roundabout, take the third exit leading onto the A4242.
- At the next roundabout, choose the first exit onto Morfa Lane/B4312.
- Finally, at the last roundabout, navigate onto St Catherine St via the second exit.
- Continue on Barn Road. Your destination will be on your left-hand side.
List of advisers under Morgan 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.
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.