Longwood Financial Planning Ltd

Independent Financial Adviser  Temple Court, Cardiff, CF11 9HA
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FCA authorised
Last authorised 20th September 2021
Clear, expert, independent advice to guide you through your financial decisions and help you to prepare for your retirement.
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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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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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Taxation planning
Meet our advisers
MS Emma Armstrong
Chartered Financial Planner
About us

We are a small local company who puts client relationships at the heart of everything that we do. We take complex subjects - such as pensions - and undertake thorough research on your situation, before explaining our advice to you in a straightforward and easy to understand manner. We always have time for your questions, and we are here for you whenever you need us, for as long as you need us.

Our services

We are passionate about helping you to make the most of your money. We do this by really listening to you and what you want to achieve, and then delivering excellent financial planning in a straightforward and clear way.

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

Longwood Financial Planning Ltd is an appointed representative of TenetConnect Ltd.

Longwood Financial Planning Ltd is registered in England and Wales under company number: 09938862. Registered office address: 6 Clos Coed Hir, Whitchurch, Cardiff, UK, CF14 7BG.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Temple Court, Cathedral Road, Cardiff, CF14 7BG

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