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  11. D S Howell Financial Services Ltd

D S Howell Financial Services Ltd

Independent Financial Adviser  Unit 3, First Floor, Cardiff, CF3 0LT
First meeting at adviser's own cost
Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
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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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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Investment trusts
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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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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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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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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
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MISS Emily Cuming
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

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