DNA Wealth Limited

Independent Financial Adviser  DNA Wealth Limited, Pontypridd, Rhondda cynon taf, CF37 2BN
First meeting at adviser's own cost
We are an Advice lead practice, upholding the highest level of ethics. possible.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Neil Jaundrell DipPFS, AwPETR.
Director & Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

DNA Wealth Limited is a small but highly conscientious firm of Independent Financial Advisers based in South Wales, providing advice throughout Wales and South of England and beyond. We are committed to offering all our clients the highest quality of advice to help them achieve their financial goals.

By working closely with you to ensure we really understand what is important to you, we aim to provide personally tailored solutions to meet your needs. Such an approach to planning takes time and commitment, something larger organizations struggle to provide.

We strongly believe in building and maintaining long-term relationships with our clients by understanding their needs, beliefs and requirements and in doing so help them to achieve their financial aspirations.
Our particular area of expertise is in Wealth Management, Pension / Retirement and Tax Planning.

Our services

Our particular area of expertise is in Specialist Wealth Management - managing your Tax and Investments, Pensions & Retirement objectives and requirements.
Particular Specialist Advice areas include Final Salary / Defined Benefit Pensions Schemes, Tax and Trust planning.
We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your journey through life.

Where to find us

DNA Wealth Limited, The Financial Centre, 29 Gelliwastad Road, Pontypridd, Mid Glamorgan, CF37 2BN

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 2.15 mi
Building sound long-term client relationships centered around honesty, trust and a solid reliable service is of utmost importance to me.
 
Independent Financial Adviser 2.68 mi
Independent advice from Chartered Financial Planners. Initial consultation free of charge
 
Independent Financial Adviser 4.49 mi
Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
 
Independent Financial Adviser 4.79 mi
Professional friendly advice from an award winning consultant with 30 years experience in Financial Services.