This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Wales
  6. breadcrumbs-arrow
  7. Caerphilly
  8. breadcrumbs-arrow
  9. Argoed
  10. breadcrumbs-arrow
  11. Argoed Wealth Management Ltd

Argoed Wealth Management Ltd

Independent Financial Adviser 3 Gelli'r Felin, Argoed, Caerphilly, Blackwood, NP12 0HS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 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
Make an enquiry Request a call back 08000 549201 Recommend to a friend
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Our Company Registration Number is 09935439 and we are Authorised and Regulated by the Financial Conduct Authority (FCA) No. 733723

Make an enquiry Request a call back 08000 549201 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 549201 Recommend to a friend

Similar advisers near you

Howls Independent Financial Ltd
Independent Financial Adviser 1.8 mi
If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
 
See profile
Paul Brown -True Potential Wealth Management
Independent Financial Adviser 4.17 mi
Working together so that you feel better informed, confident and empowered for your financial future
 
See profile
Vision Financial Advisers
Independent Financial Adviser 7.4 mi
22 years experience within the financial industry offering advice based on all areas of financial planning.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 8.18 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.