Argoed Wealth Management Ltd
10th December 2018
We can advise you on
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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
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
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
Meet our advisers
Steven Jones
Independent Financial Adviser
Where to find us
3 Gelli'r Felin, Argoed, Caerphilly, Blackwood, NP12 0HS
About us
experienced IFA based in Blackwood area, been in the industry over 25 years, offering advice on all areas of financial planning
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