Financial Planning (Wales) Ltd

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.

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.