Arian Financial Planning Ltd

Independent Financial Adviser The Old School, The Quay, Carmarthen, Carmarthenshire, SA31 3LN
FCA verified
12th August 2019
SIMPLY ADDING VALUE FOR ALL - Honest, experienced and professional Independent Financial Advice
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
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.

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

Authorised and Regulated by the Financial Services Authority (FSA). Registration no 544532

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