Arian Financial Planning Ltd

Independent Financial Adviser  The Old School, Carmarthen, Carmarthenshire, SA31 3LN
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FCA authorised
Last authorised 21st September 2020
SIMPLY ADDING VALUE FOR ALL - Honest, experienced and professional Independent Financial Advice
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Heddwyn James DIP PFS
Independent Financial Adviser
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.

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

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

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