Carlson Wealth Management

Independent Financial Adviser Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, Cardiff, CF23 8RU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
I help business owners and higher rate tax payers plan for a secure and happy retirement
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Steve Carlson APFS CTA
Chartered Financial Planner and Tax Adviser
Accreditations
Chartered Financial Planner
What our clients say
Receipt of sale of business proceeds and wanting retirement advice. Good cash flow forecasting together with some tax and credits advice enabled me to consider downsizing earlier than I had imagined. In particular, Steve has a good knowledge of tax thresholds and using these and tax credit entitlements enables me to maximise my money. Steve also helped advise on products to protect my finances in the event of illness etc. Downsized on a break from work and sort of semi retired. Steve also provided some very helpful advice on what opportunities there were for non exec directorships and trustee work to enable me to move into semi retired earnings
David White, Cardiff
Before meeting Steve, I thought I knew what I was doing and where I was going with my pension. It turns out I knew very little. Any reservations I had about seeking help were soon gone as I realised that Steve quickly understood my situation and was and still is getting my retirement on track. It even looks as though I can retire earlier than I expected. The process though was very detailed, as it should be I suppose, but Steve made sure that I fully understood the implications of his proposals and I am extremely pleased with the outcome. Since the initial contact, Steve often contacts me to ensure things are ok and this gives me even more confidence that am in good hands. Therefore, it is with pleasure that I thoroughly recommend Steve's professional services
Keith Thomas, Swansea
I met Steve at a business networking event and was attracted by his different approach to working with a client as regards their finances. The discipline of having to look at what I am spending now has forced me to take a hard look at things which has been worthwhile just in itself. Being able to model different scenarios has made me feel more comfortable about my financial plans and I'd recommend anyone to go through the same process
Anna Denton-Jones, Cardiff
Where to find us

Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, Cardiff, CF23 8RU

Contact us
About us

My clients are usually extremely busy people who have paid more attention to their company, staff and clients than they have to their own finances! All them would have made some provision for their retirement, whether that has been building a successful business, share options, pensions, property or a mixture of all of them.

The problem they usually have, is that they aren't really sure if they are doing the right thing now or how they will generate the income they need once they sell their business or retire from their job.

I work my way through the folders/drawers of paperwork and work out what it all means. I then give you a very clear idea of what you can do so you can make the important choices such as when to retire/sell up, whether to phase in your retirement or stop completely, and also work out how you can help your family and still enjoy the lifestyle that you want.

I'm also quite obsessive about not paying too much tax, so the work I do with clients also minimises their tax liabilities both now and in the future.

Our services

Although I deal with a whole variety of technical issues with pensions and tax, what my clients value the most is that I can do all of the detailed planning and then explain it clearly and concisely in a way that makes sense to them.

I cover the whole spectrum a whole range of issues including: Final Salary Schemes, SIPPs, SSAS, Annual Allowance, Lifetime Allowance, Income Tax, Capital Gains Tax and Inheritance Tax, and also how to exit their business in the most profitable and tax efficient way.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Carlson Wealth Management Ltd is registered in England and Wales Company Reg No 9408222. Authorised and regulated by the Financial Conduct Authority. FSR number 673112.

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