1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Rhondda Cynon Taf
  8. breadcrumb-arrow
  9. Pontypridd
  10. breadcrumb-arrow
  11. Diligent Wealth Planning Ltd

Diligent Wealth Planning Ltd

Independent Financial Adviser  32 Gelliwastad Road, Mid Glamorgan, Pontypridd, CF37 2BN
check
FCA authorised
Last authorised 20th September 2021
We are Top Rated Financial Advisers in Pontypridd we are client focused advisers. We offer a free initial appointment.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
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
Group risk
check
Long term care
Meet our advisers
MR Stephen Davies
Director/Independent Financial Adviser
MR Gareth Harris
Director/Independent Financial Planner
About us

We are Pontypridd's award winning financial advisers. If you have any questions please don't hesitate to contact us on either <phone number hidden> or <email address hidden>
We focus Independent financial advice resulting in the best options for our clients. We treat every client as an individual and will give you bespoke financial advice.. We are located in the heart of Pontypridd at 32 Gelliwastad Road and have clients throughout South Wales and the West of England. We have a fully functional meeting room but also offer appointments at your home or work place. We very much believe in the ethos of no pressure and offer all first appointments at no cost and no pressure. Please call us if you have any further questions. We have over 30 years experience in financial services and we truly believe we make a huge difference to our clients lives. We take great pride in our approach to financial services and believe the service we offer is unique. We embrace new technology and if you become a client of Diligent Wealth Planning we will set you up with your own client portal to securely communicate with us or see your holdings.

Our services

We treat all our customers as individuals and offer no pressure independent financial advice. We have excellent feed back from existing customers and most of our new clients come from existing customer referral's which we are very proud of. You can call us direct on <phone number hidden> or <email address hidden> We embrace the latest technology and if you become a client of Diligent Wealth Planning we can set you up with your own client portal. If you have any questions please don't hesitate to contact us. We can give you testimonials of over 100 of our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

32 Gelliwastad Road, Mid Glamorgan, Pontypridd, CF37 2BN

Similar advisers near you

DNA Wealth Limited
Independent Financial Adviser 0 mi
We are an Advice lead practice, upholding the highest level of ethics possible.
 
See profile
Shaun Hiscox - Penguin Wealth
Independent Financial Adviser 1.79 mi
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
 
See profile
Imperial Chartered
Independent Financial Adviser 2.68 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile
Truly Independent Limited - Luke Sloman
Independent Financial Adviser 4.73 mi
Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
 
See profile