Longwood Financial Planning Ltd

Independent Financial Adviser Temple Court, Cathedral Road, Cardiff, CF11 9HA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
Clear, expert, independent advice to guide you through your financial decisions and help you to prepare for your retirement.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Taxation planning
Meet our advisers
Emma Armstrong
Chartered Financial Planner
Chartered Financial Planner
Where to find us

Temple Court, Cathedral Road, Cardiff, CF11 9HA

Make an enquiry
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.

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

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