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  11. Diligent Wealth Planning Ltd

Diligent Wealth Planning Ltd

Independent Financial Adviser  32 Gelliwastad Road, Mid Glamorgan, CF37 2BN
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FCA authorised
Last authorised 24th January 2022
We are Top Rated Financial Advisers in Pontypridd we are client focused advisers. We offer a free initial appointment.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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National savings
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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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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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Commercial mortgages
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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
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
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Minimum mortgage value
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Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

32 Gelliwastad Road, Mid Glamorgan, CF37 2BN

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