Financial Planning (Wales) Ltd

Independent Financial Adviser  62 Cathedral Road, Cardiff, Vale of Glamorgan, CF11 9LL
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FCA authorised
Last authorised 7th June 2021
Are you at the stage in your life where you are looking to take control of your finances and the wealth you have worked hard to accumulate? Are you established in your chosen career and want to adopt a co‑ordinated strategy to help create wealth? Do you want to work with skilled professionals committed to building successful long-term partnerships to achieve your financial objectives and aspirations? Financial Planning Wales has a long history of helping people do just that, because we see you as partners – not just clients.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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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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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
Meet our advisers
Mr Jonathan Chorley
Chartered Financial Planner
Andrew Chorley
Chartered Financial Planner
About us

With offices in Cardiff & Newport we deal with clients across the UK; our team has a wide range of skills and years of experience to help ensure that we deliver on our promise to you.

Integral to our success has been the drive of our staff to improve themselves and our service proposition through professional qualifications and innovative thinking – all backed up with a sound belief in common sense.

Our services

Working with a range of client’s, from those just starting out on their chosen career path to retired professionals – we feel that all ages can benefit from a co-ordinated financial and investment plan.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

62 Cathedral Road, Cardiff, Vale of Glamorgan, CF11 9LL

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