Argoed Wealth Management Ltd

Independent 3 Gelli'r Felin, Argoed, Caerphilly, Blackwood, NP12 0HS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
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
    • 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
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Steven Jones
Where to find us

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

Make an enquiry
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.

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