Argoed Wealth Management Ltd

Independent Financial Adviser  3 Gelli'r Felin, Argoed, Caerphilly, NP12 0HS
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FCA authorised
Last authorised 20th January 2020
It's all in the planning...getting the right advice today, could change your life now and in the future.
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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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
Steven Jones
About us

An experienced Independent Financial Adviser based in the Blackwood area who has been offering advice in all areas of financial planning for over 25 years.
Argoed Wealth Management is an Appointed Representative of Kymin Financial Planners who are based in Newport and celebrated their 25th business anniversary in 2018.
We recognise that in order to achieve the financial freedom you deserve, you need a combination of:

1. A successful, transparent Financial Planning Strategy;

2. An Investment Management Package with a proven track record;

3. Access To Expert Pension and Tax Planning Specialists and;

4. Long term advice from trusted experts who genuinely care about your future and will guide you every step of the way.

Contact us today to discover how we can help you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

3 Gelli'r Felin, Argoed, Caerphilly, Blackwood, NP12 0HS

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