DNA Wealth Limited

Independent Financial Adviser DNA Wealth Limited, The Financial Centre, 29 Gelliwastad Road, Pontypridd, Mid Glamorgan, CF37 2BN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
We are an Advice lead practice, upholding the highest level of ethics. possible.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Neil Jaundrell DipPFS, AwPETR.
Director & Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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 4.8 mi
Professional friendly advice from an award winning consultant with 30 years experience in Financial Services.