Caleb Roberts Financial Management LTD
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- 6E Bulwark, Brecon, Powys, LD3 7LB
Caleb Roberts Financial Management Ltd, situated in scenic Bulwark, near Brecon, serves both Powys and the wider GB region. They are experts in life investments, pension retirement advice, and comprehensive financial planning. As a FCA-regulated entity (reg. no. 497107), their services bear the mark of reliability, giving peace of mind to clients throughout their financial journeys. This approachable firm has a strong reputation for tailored financial guidance and a client-focused ethos. From first-time investors to families planning for the future, Caleb Roberts Financial Management Ltd offers trustworthy, regulated advice to suit every life stage and investment need. It carefully balances professional expertise with an engaging, human touch, making it a premier choice for financial advice in the area.
Their team includes 4 financial advisers. Check FCA registration here.
Caleb Roberts Financial Management LTD are approved by the FCA to give advice on:
Directions to Caleb Roberts Financial Management LTD from the Motorway
- Upon reaching Junction 17 from the M4, proceed to take the A429/A350 exit towards Cirencester/Chippenham. Continue by merging onto M4. At Junction 24, opt for the A449 exit that leads to A48 E.
- When you arrive at Coldra Roundabout, choose the fourth exit onto A449. Subsequently, take the A40 ramp towards Abergavenny/Y Fenni and persist on A40.
- When approaching Raglan Roundabout, select the third exit but remain on A40. As you reach the ensuing roundabout, take the second exit onto Heads of the Valleys Road, also known as A465. Following this, opt for the A4143/B4246 exit pointed towards Abergavenny/Y Fenni/Blaenavon/Llanfoist.
- At the subsequent roundabout, take the third exit, followed by another third exit at the next roundabout onto Merthyr Road, also classified as A4143. Remain on Merthyr Road/A4143 by taking the third exit again at the following roundabout.
- At the next roundabout, select the prime exit onto A4143. Proceed by turning left onto Union Road West, followed by another left turn onto Brecon Road (A40). Maintain your course on A40.
- Upon arriving at Brynich Roundabout, make a choice in favour of the second exit leading onto B4601. As you reach the subsequent roundabout, continue straight ahead onto Watton. Proceed onto Glamorgan Street, followed by Buckingham Place.
- You will find that Buckingham Place turns slightly to the right and transitions into Wheat Street. Conclude the directions by turning right onto High Street, where your destination will be situated on the left.
List of advisers under Caleb Roberts Financial Management LTD:
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