Adam McCarthy

Restricted - Whole of Market  Block G , Office 2, Caerphilly, Caerphilly, CF83 1BE
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FCA authorised
Last authorised 11th January 2021
Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Adam McCarthy DipFa CeMap
Financial Adviser
About us

Adam McCarthy is based in south wales and provides industry leading advice, providing a bespoke service to include

Pensions
Investments
Mortgages
Life Insurance

Our services

As an adviser covering each field of the financial puzzle, Based in South Wales we cover the M4 corridor but have clients across the UK. Our aim is to build relationships with our clients and cater for their every financial need, You are just one click or call away from receiving truly tailored goal driven financial advice.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Block G , Office 2, Western Industrial estate, Caerphilly, Caerphilly, CF83 1BE

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