Carlson Wealth Management

Independent Financial Adviser  Regus House, Pontprennau, Cardiff, CF23 8RU
check
FCA authorised
Last authorised 24th February 2020
I help business owners and higher rate tax payers plan for a secure and happy retirement
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Steve Carlson APFS CTA
Chartered Financial Planner and Tax Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Restricted - whole of market 0.12 mi
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
 
Independent Financial Adviser 0.12 mi
Intelligent Financial Solutions for private and corporate clients.
 
Independent Financial Adviser 0.17 mi
Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance.
 
Independent Financial Adviser 0.17 mi
Providing Independent Financial Advice in the South Wales and Bristol areas.