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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Pensions & retirement

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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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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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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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Tax & trust planning

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Capital gains tax

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Estate planning

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Taxation planning

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Business

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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

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Long term care

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Response rating

9.3/10

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FCA authorised

Last authorised 26th July 2021

Meet our advisers

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, CF23 8RS

Service coverage

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Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Website

Make an enquiry Request a call back Recommend to a friend

Response rating

9.3/10

phone Show number

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FCA authorised

Last authorised 26th July 2021

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