D S Howell Financial Services Ltd
Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Savings for children
check
School fees planning
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Income protection insurance
check
Tax & trust planning
chevron_up
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long Term Care
chevron_up
Last authorised 1st March 2021
Meet our advisers
MISS Emily Cuming
Financial Adviser
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF7 - Pensions transfers (CII)
chevron_up
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
MR Arron Sharkey
Managing Director/Financial Adviser
About us
We are a well established Independent Financial Advisers in South Wales, providing high quality ,personal advice on Investments, Pensions and Protection Insurance.
Our services
We focus on building in depth and valued relationships with our clients, resulting in bespoke, high-level advice outcomes.
Where to find us
Head office address: Unit 3, First Floor, Castleton Court, Fortran Road, St Mellons Business Park, Cardiff Gate Business Park, Cardiff, CF3 0LT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face