HRW Financial Consultants Ltd

Independent Financial Adviser Maes Yr Eglwys, Prince's Avenue, Caerphilly, CF83 1HR
FCA verified
15th April 2019
Personal pension and investment specialist. Currently managing client's pension lifetime allowance issues.
We can advise you on
    • Group life insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Paolo Roberts DipFA, CeMAP, CeRER, CeLTCI, AwPETR, MLIBF
Director / Independent Financial Adviser
Where to find us

Maes Yr Eglwys, Prince's Avenue, Caerphilly, CF83 1HR

About us

Advising on investment and pension plans, with many years experience of giving clear and high quality advice, we specialise in retirement planning and investments, helping you now to plan for a wealthier retirement. HRW Financial Consultants is an independent advice practice. I can offer friendly professional face to face advice to you in our offices, or at your home or place of work, at times to suit you. The first meeting is at my cost (free to you) and an opportunity for each of us to get to know one another. I like to build deep and long lasting professional relationships with all my clients. We build long lasting trusted relationships by managing your finances to achieve your lifelong goals. My core offering is advice, recommendation and on-going review of your financial circumstances supported by cutting edge research.

Our services

We listen to what our clients want to achieve and provide the solutions which are easy to understand, even if the mechanics are complicated. Ours is a very personal service, although we employ cutting edge technology to help our research and analysis. We present the results face to face in a comprehensive but simple format. I build lasting trusted relationships by managing your finances to achieve your lifelong goals, while going the extra mile in every scenario. I have also been frequently invited onto BBC Radio Wales to offer financial industry commentary and opinion to hundreds of thousands of listeners.

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

Registered address is:
HRW Financial Consultants Ltd
Ty Antur
Navigation Park
CF45 4SN
Registered in England and Wales. Company No. 8107510
Authorised and regulated by the Financial Conduct Authority (FCA).

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