Diligent Wealth Planning Ltd

Independent Financial Adviser 32 Gelliwastad Road, Mid Glamorgan, Pontypridd, CF37 2BN
FCA verified
22nd October 2018
We are Top Rated Financial Advisers in Pontypridd we are client focused advisers. We offer a free initial appointment.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Gareth Harris
Director/Independent Financial Planner
adviser-person
Stephen Davies
Director/Independent Financial Adviser
Where to find us

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

About us

We are Pontypridd's award winning financial advisers. If you have any questions please don't hesitate to contact us on either or
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 or 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

Our standard mortgage fee is £350 which is paid only on application.

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