Isaac Wealth Limited

: Riverside Court, Beaufort Park Way, Chepstow, Gwent, NP16 5UH

: FCA Number: 761086

Isaac Wealth Limited is a trustworthy financial services firm based in the vibrant town of Chepstow, Gwent. They are esteemed professionals in the finance industry offering major expertise in life insurance, investments, and pensions retirement advice. They also offer specialized services in final salary pension transfers and comprehensive financial planning. With their FCA registration number 761086, you can be assured that they operate under regulated, ethical standards. Their strategic location at Riverside Court, Beaufort Park Way enables them to serve clients in Chepstow and its surrounding counties widely. Isaac Wealth Limited is highly approachable, often working with local families and individuals, guiding them towards tailored financial solutions that best suit their needs.

Their team includes 2 financial advisers. Check FCA registration here.

Isaac Wealth 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 Isaac Wealth Limited from the Motorway

From the M48,
Merge onto the M4.
At Junction 23A, take the A4810 exit towards Magor/Magwyr/Caldicot.
Proceed to the roundabout and take the fourth exit onto the M4 ramp in the direction of M48/London/Bristol/Chepstow.
Merge onto the M4.
At Junction 23, take the M48 exit signposted Chepstow & Services/Cas-Gwent/Gwasanaethau.
Continue onto the M48.
At Junction 2, take the A466 exit towards Chepstow/Cas-gwent/A48.
Proceed to the roundabout and take the second exit onto Conway Drive.
At the next roundabout, take the fourth exit onto Beaufort Park Way.
Make a left turn. Your destination will be on your right.

List of advisers under Isaac Wealth Limited:

Isaac Wealth Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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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.