Distinct Financial Solutions Wealth Management Ltd

Financial Adviser (Restricted Whole of Market) Argyle House, 10 West Street, Gorseinon, Swansea, SA4 4AA
FCA verified
15th July 2019
A Financial Advice & Wealth Management company based in Swansea, South Wales.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Jason Watkins
Financial Adviser/Director
adviser-person
Gareth Davies Dip.PFS
Practice Principal
adviser-person
Geoff Lewis
Financial Adviser
adviser-person
Hugh Rogers
Mortgage & Protection Adviser
adviser-person
Robert Jones
Financial Adviser
Where to find us

Argyle House, 10 West Street, Gorseinon, Swansea, SA4 4AA

About us

We are a firm of financial advisers who have worked together for many years and share experience in all areas of financial advice. We pride ourselves on our knowledge, honesty and integrity with our high standards of service cemented as the main pillar of our business.

Our services

We have specialist advisers with over 100 years of experience collectively in the Financial Services industry. We advise on Investments, Savings, Pensions, Retirement Planning, Mortgages, Life Assurance, Long Term Care Funding, Inheritance Tax Planning, Equity Release, Taxation.......

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Distinct Financial Solutions Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 9992588, Registered Address Argyle House, 10 West Street, Gorseinon, Swansea, SA4 4AA.

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