Anchorage Wealth & Planning

: The Anchorage, Penllyn, Cowbridge, South Glamorgan, CF71 7RQ

: FCA Number: 1025659

Website Image of Anchorage Wealth & Planning

Anchorage Wealth & Planning is an FCA-regulated financial planning firm based in Cowbridge, South Glamorgan. Registered under the FCA number 1025659, this company has carved out a reputable name in life and investments, pensions retirement advice, alongside final salary pension transfers. Offering client-focused and regulated advice, they give utmost priority to your financial security and growth. Specifically designed to cater to your unique needs, their expert services extend throughout Penllyn and the surrounding areas. Anchorage Wealth & Planning operates from The Anchorage, Penllyn, making financial planning accessible for local families and first-time buyers alike. Trust them to provide reliable and professional advice for a secure financial future.

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

Anchorage Wealth & Planning 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 Anchorage Wealth & Planning from the Motorway

From the M4:
At Junction 17, take the A429/A350 exit toward Cirencester/Chippenham.
Merge onto the M4.
At Junction 35, proceed to the A473 exit directing towards Bridgend/Pen-y-bont/Pencoed.
At the Pencoed Interchange, select the third exit onto the A473.
Upon reaching the roundabout, choose the third exit onto Felindre Road.
Make a left turn, followed by a right turn. The destination will be situated on your left.

List of advisers under Anchorage Wealth & Planning:

Anchorage Wealth & Planning 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

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.