Argoed Wealth Management Ltd
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
3 Gelli'r Felin, Argoed, Caerphilly, Blackwood, NP12 0HS
Make an enquiry
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.
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