Arian Financial Planning Ltd

Independent Financial Adviser The Old School, The Quay, Carmarthen, Carmarthenshire, SA31 3LN

9th December 2019

SIMPLY ADDING VALUE FOR ALL - Honest, experienced and professional Independent Financial Advice

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Heddwyn James DIP PFS

Independent Financial Adviser

Where to find us

The Old School, The Quay, Carmarthen, Carmarthenshire, SA31 3LN

About us

Providing up to date, face to face, INDEPENDENT Financial Advice through medium of English and Welsh.

Honest and professional advice in a clear and easy to understand manner.

Qualified to Diploma Level.

26 years experience in providing financial advice to clients which have varied from the retired, professional, company directors of both small and medium businesses to farmers, builders and their labourers.

Siarad Cymraeg.

Our services

Everyone should have access to Financial Advice regardless of wealth.

Independent financial advice based in South Wales. Experience in financial services dating back to 1985. Arian Financial Planning Ltd was formed with a view to providing honest, simple and professional financial advice to all.

Through the efficient use of the latest technology and cost saving measures, services are offered at a competitive level.

Clients are assured of a personal service at all times by providing recommendations in a clear and simple to understand manner, with regular reviews being integral to our relationships.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Advice methods

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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