Global Wealth Ltd

Independent Financial Adviser  Ynyscedwyn Lodge, Swansea, SA9 1AD
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FCA authorised
Last authorised 6th December 2021
Our goal is to provide the best outcome for the client in an ever changing financial world.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Commercial mortgages
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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
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Long term care
Meet our advisers
MR Graham Davies DipIFA CII
Director IFA
About us

The mission of Global Wealth Ltd is to deliver quality advice and services to clients ranging from professional, corporate and private clients offering a professional service over the whole range of their financial needs.
We are fully committed in treating customers fairly and the principles are fully imbedded in the culture of our firm. The mission will be delivered in a way that is totally transparent thereby underpinning our commitment to integrity in all our dealings, with companies, however ultimately the general public.

Our services

We have experience in every area of the financial market and advisers who specialise in certain market places e.g. Company Pension Schemes, Self Invested Personal Pension (SIPP), Frozen Pension Benefits and Overseas Transfers of pension schemes. We have advisers who provide advice on the mortgage market place only so that they have the most updated mortgage deals to hand. We have extensive knowledge in the life protection industry solving key medical issues.
Global Wealth Ltd will provide an ongoing advice service for as long as you require help in any area of the financial world.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Ynyscedwyn Lodge, Wind Road, Ystradgynlais, Swansea, SA9 1AD

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