DHD Wealth Management

Independent Financial Adviser  12 Baker Street, Aberystwyth, Ceredigion, SY23 2BJ
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FCA authorised
Last authorised 20th September 2021
We are a firm of Independent Financial Advisers providing a bilingual financial planning service to individuals and businesses throughout Wales.
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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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Euryd Jones DipPFS
Independent Financial Adviser
MR Wyn Morgan DipFA
Independent Financial Adviser
MR Clive Davies DipPFS
Director
MR Aled Davies DipPFS
Managing Director
About us

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

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

12 Baker Street, Aberystwyth, Ceredigion, SY23 2BJ

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