DHD Wealth Management is a firm of Independent Financial Advisers providing bilingual financial advice to individuals and businesses throughout Wales with offices in Aberystwyth and Cardigan. DHD Wealth Management is a trading name of Fairstone Financial Management who are authorised and regulated by the Financial Conduct Authority. Fairstone Financial Management has been awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII). This is considered the industry’s gold standard for firms of financial planners.
Chartered status involves giving a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at <url hidden> When you use a Chartered firm you are dealing with proven professionals. Whilst Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Our fully qualified and experienced advisers, backed up by a dedicated team of professional technical support staff, are based in offices in Aberystywth and Cardigan. Being independent advisers we know how best to make your money work for you and your situation, helping you have the lifestyle you want. Drawing on our significant knowledge, experience and practical expertise, we can provide informed advice
We specialise in offering investment and inheritance tax planning. We will discuss your financial priorities and, drawing on our extensive experience and expertise, work with you to help you achieve your goals. So whatever your objectives – investing for growth or generating an income, reviewing existing portfolios, planning for early retirement, funding your children’s education, care home funding or tax planning strategies for individuals and companies, we are able to help.
12 Baker Street, Aberystwyth, SY23 2BJ
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