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
16th September 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 review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
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

Longwood Financial Planning Ltd is an appointed representative of Tenet Connect Ltd.

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

Tax treatment is based on individual circumstances and may be subject to change in the future.

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