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OVAL FINANCIAL MANAGEMENT LIMITED

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Unit 3, J R House, Main Road, Treforest, Mid Glamorgan, CF37 5UR
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https://www.ovalfinancialmanagement.co.uk
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FCA Number: 564990
Website Image of OVAL FINANCIAL MANAGEMENT LIMITED

Oval Financial Management Ltd, based in the charming town of Treforest, Mid Glamorgan, is a regulated financial planning firm with a focus on life insurance, investments, and imparting expert pensions retirement advice. Registered under FCA number 564990, the company operates from its headquarters at Unit 3, J R House, Main Road, catering to clients across surrounding regions and Treforest, GB. Known for their approachable style, Oval Financial often works with local businesses and individuals, offering tailored services and trustworthy advice to help navigate their financial journey. Their commitment to customer service and regulated advice sets them apart in the financial sector.

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

OVAL FINANCIAL 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 OVAL FINANCIAL MANAGEMENT LIMITED from the Motorway

  1. From the M4:
  2. At Junction 17, exit onto A429/A350 towards Cirencester/Chippenham.
  3. Merge onto M4.
  4. At Junction 32, exit onto A470 towards Cardiff (N)/Caerdydd (G)/Merthyr Tydfil/Merthyr Tudful.
  5. Upon reaching the Coryton Gyratory/Coryton Roundabout, take the first exit available.
  6. Turn right onto Northern Avenue/A470 and continue on A470.
  7. Exit onto A4054/A468 towards Trefforest Industrial Estate/Yst Ddiw/Trefforest/Caerphilly/Caerffili.
  8. At Nantgarw Interchange, take the first exit onto Caerphilly Road/A4054.
  9. Upon reaching the roundabout, take the second exit onto Oxford Street/A4054 and continue on A4054.
  10. Make a right turn; the destination will be on your left.

List of advisers under OVAL FINANCIAL MANAGEMENT LIMITED:

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.

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