1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Caerphilly
  8. breadcrumb-arrow
  9. Crumlin
  10. breadcrumb-arrow
  11. EST

EST

Independent Financial Adviser  EST Group, Cardiff, CF72 8NG
First meeting at adviser's own cost
Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
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
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Chris Woods
Director

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

About us

Our Financial Planning team will listen to what is important to you then work together with you to plan the best solution.

We use tech-driven research and cash flow modelling technology to help you visualise the future.

With no bias to products or ties to investment managers you can be safe in the knowledge that you are in good hands.

Our services

We help you with tax, investments, protection and retirement planning.

Where to find us
Head office address: EST Group, Henstaff Court, Llantrisant Road, Groesfaen, Cardiff, CF72 8NG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

EST Wealth Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 921582.

EST Wealth Ltd is a limited company registered in England and Wales with registered number 12267012.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Paul Brown -True Potential Wealth Management
Restricted - whole of market 0.74 mi
Working together so that you feel better informed, confident and empowered for your financial future
 
See profile
Fairstone Group
Independent Financial Adviser 0.84 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
 
See profile
Marc Lezar - PRG Financial Planners Ltd
Restricted - whole of market 1.01 mi
I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
 
See profile
Truly Independent
Independent Financial Adviser 1.01 mi
Offering a free initial meeting, we provide independent regulated advice on pensions, retirement planning, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across England and Wales.
 
See profile