Financial Planning Wales Ltd 62 Cathedral Road, Pontcanna, Cardiff CF11 9LL
About the Business
Financial Planning Wales Ltd is a highly reputable establishment that specializes in providing top-notch financial planning services to residents of Pontcanna and beyond. As a finance-based institution, we pride ourselves on offering a comprehensive range of services centered on empowering individuals and businesses to take control of their finances.
Our location at 62 Cathedral Rd, Pontcanna, Cardiff CF11 9LL, puts us right in the heart of the community, making it convenient for clients to access our services. Whether you need guidance on investments, retirement planning, taxation, or estate planning, our team of highly qualified and experienced financial advisors is always ready to provide the necessary support.
At Financial Planning Wales Ltd, we understand that financial planning can be a daunting task, which is why we strive to break down complex concepts into simple terms that are easy for our clients to understand. We work closely with each client to gain a deep understanding of their unique financial situation so that we can tailor our advice to their specific needs.
Our main goal at Financial Planning Wales Ltd is to give our clients peace of mind when it comes to their finances. By working with us, you can rest assured that your investments and financial goals are in safe hands. We are passionate about helping our clients achieve their financial objectives, whatever they may be.
In conclusion, Financial Planning Wales Ltd is a point of interest for anyone seeking reliable financial planning services within the Pontcanna area. Contact us today to book an appointment with one of our expert advisors and start your journey towards financial freedom.
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Location & Phone number
62 Cathedral Rd, Pontcanna, Cardiff CF11 9LL, United Kingdom
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews
"In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future."
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