DNA Wealth Limited, The Financial Centre, 29 Gelliwastad Road, Pontypridd, Mid Glamorgan, CF37 2BNMake an enquiry
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 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.
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