Financial Advisers in Wales
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Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser
Local Financial Advisers in Wales07971 16960707971 169607Hyde Park , Rhyl , LL185FNI am a Financial Adviser within a Partner Practice which is an appointed representative of St James's Place Wealth management, a FTSE 100 company and provide financial advice to personal & business clients with regards to Investments, Pension planning and other financial services needs. We have an office in St Asaph to conduct client meetings, and serve individuals and businesses across Mid and North Wales. Advice Area's - - Investments - ISA's - Wealth Management - Pensions - Mortgages - Life Assurance - Business Protection In the recent light of the big banks making their financial advice wings redundant, you may find yourself in the worrying situation of investments with the bank and no adviser to guide you through the stormy waters given the recent Brexit vote to name but one. The advice available can range from straight forward life insurance for the family and to financially protect your loved ones or to cover the mortgage debt, to more complex needs such as pension or investment and wealth management planning whether it be on a personal or business basis. Complex estate planning is also available such as trusts, wills or inheritance tax mitigation. Many other needs can be met, such as arranging your mortgage or considering a re-mortgage to lower payments or release funds. The initial consultation is free and there's no obligation. Even if it's just an initial review....perhaps you have only ever bought bank products and now they don't even look after you ! There's a whole other world out there where your adviser can work for you and not dance to the tune of the bank or insurance company, give me a call, you may be pleasantly surprised . -
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The Family Wealth Partnership
Local Financial Advisers in Wales01531 80029901531 80029919 New Street , Ledbury , HR82DXChartered Independent Financial PlanningWe believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient retirement solutions that enable you to tick off your bucket list and spend time with your family and then maximise what you pass on to your loved ones. -
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The Right Mortgage
Local Financial Advisers in Wales01244 32219901244 3221991 Juniper Court , Chester , CH23EH -
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Leabold Financial Management Ltd
Local Financial Advisers in Wales0117 962 36000117 962 3600Valleys Innovation Centre , Abercynon , Mountain Ash , CF454SN -
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Willson Grange Ltd
Local Financial Advisers in Wales0151 625 00110151 625 001150 Grange Road , West Kirby , Wirral , CH484EF -
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D W J Wealth Management Ltd
Local Financial Advisers in Wales01639 82506601639 825066Baglan Business Centre , Baglan , Port Talbot , SA127BR -
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Personal Asset Management Ltd
Local Financial Advisers in Wales01547 52910001547 529100The Orchard Corner , Knighton , LD71DB -
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Doug Dale Taylor & Co
Local Financial Advisers in Wales01446 70442101446 704421Cardiff House , Barry , CF632AW -
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S W T Wealth Management
Local Financial Advisers in Wales029 2252 0168029 2252 0168Britannia House , Caerphilly , CF833GG -
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75 Point 3 Ltd
Local Financial Advisers in Wales01244 32022101244 320221Unit 92 Bowen Court , St Asaph , LL170JE -
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Ashley Kissick Financial Advisor
Local Financial Advisers in Wales07528 18599207528 1859923rd Floor , Cardiff , CF103FD -
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Paul D Clarke Fpc
Local Financial Advisers in Wales01244 90046401244 900464Unit 18 Barrowmore Enterprise Estate , Great Barrow , Chester , CH37JS -
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Lewis Wealth Management Ltd
Local Financial Advisers in Wales01743 44470001743 444700St James's House Anchorage Avenue , Shrewsbury , SY26FG -
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O'Loughlin Wealth Management
Local Financial Advisers in Wales01873 81063101873 810631Glanusk Estate , Glanusk , Crickhowell , NP81LP -
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Financial Advisor
Local Financial Advisers in Wales01495 22555701495 2255572 Kingsway , Cardiff , CF103FD -
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The Andrew Connolly Practice
Local Financial Advisers in Wales01270 75060001270 7506006 Hope Street , Sandbach , CW111BA
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