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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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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
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    Telephone
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    Online (Live chat, video, email)
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    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.

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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