Response rating
7.0/10
FCA verified
20th November 2017

Archytas Strategic Planning Ltd

Independent Financial Adviser Archytas Strategic Planning Ltd, 15th Floor, Brunel House, 2 Fitzalan Road, Cardiff, CF24 0EB
First meeting at adviser's own cost
We will unlock and simplify financial jargon enabling you to make informed choices for you and your family.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Michael Williamson DipPFS
Director
Debbie Matthews DipFA MIFS
Director
What our clients say
"I should like to thank you so much for all the advice and help that you provided me with. You have been looking after my pension planning for a number of years now and it is comforting to know that I have chosen the right team to look after my financial future. I have found you very genuine and easy to deal with and your advice has been invaluable; I would have absolutely no hesitation in recommending the service of Archytas."
Caroline Lewis, Bedfordshire
"Michael helped guide me through my current financial situation with great care and attention to detail. Following an open discussion, he made suggestions and recommendations that culminated in a financial plan - I'm sure this will help to ensure I have a sound future. The best thing is that I no longer bear the worry as I know Michael and his team will look after me. I would highly recommend taking that first step and arranging a meeting with them".
Miss R Dean, Cheltenham, Gloucestershire
Where to find us
About us

Listening, understanding, honesty and clear communication are the foundations of our client proposition; designed to simplify your life, ensure that your wealth is protected and provide guidance and reassurance. We work closely with you to establish meaningful goals, empowering you to define financial success in your own terms and help you achieve what is most important. We are not concerned about short-term financial success or gaining sales, we focus on client relationships and your overall comfort and peace of mind. Financial planning should be a process done gradually and our trust from you should be earned not taken for granted.

Our services

Truly Independent, clear and concise advice, a holistic approach to financial planning ensuring needs and objectives are identified and met. Our review service keeps you on track to meet your goals and deals with changing circumstances throughout each life stage. Will your investments be adequate to accomplish what you’ve longed to do? Perhaps you’d like to retire sooner, to travel more, to leave your family an inheritance, or to simply spend more time with them? We can, through our ‘TruePath’ offering, help bring your dreams alive; let us guide with you to financial security and peace of mind.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Compliance

The value of your investment can go down as well as up and you can get back less than you originally invested. Past performance is not an indication of future performance.

Archytas Strategic Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA No 609841.

Registered in England and Wales, Company No. 8111145

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