Archytas Strategic Planning Ltd

Independent Financial Adviser Archytas Strategic Planning Ltd, 15th Floor, Brunel House, 2 Fitzalan Road, Cardiff, CF24 0EB
FCA verified
16th September 2019
We will unlock and simplify financial jargon enabling you to make informed choices for you and your family.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Michael Williamson DipPFS
Director
adviser-person
Debbie Matthews DipFA MIFS
Director
Where to find us

Archytas Strategic Planning Ltd, 15th Floor, Brunel House, 2 Fitzalan Road, Cardiff, CF24 0EB

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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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