Merchants Wealth Management

Independent Financial Adviser Church Road, Milford Haven, Hampshire, SA73 1NU

First meeting at adviser's own cost

We want to help you live a richer life by taking care of your financial goals, adding value where it matters and providing opportunity for you to achieve your objectives.

We can advise you on

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Pensions & retirement

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Pension consolidation

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Pension drawdown

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Pensions review

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Pensions transfer

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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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Accident & sickness

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Critical illness

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Income protection insurance

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Life insurance

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Small business

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Tax & trust planning

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Capital gains tax

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Estate planning

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Income tax

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Long Term Care

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Long term care

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 1st March 2021

Meet our advisers

Mr Richard Caws

About us

My name is Richard Caws. I am an independent financial adviser with over 5 years experience. Based out of Burton in Pembrokshire.

My specialities are in Investments, pensions, long term care and protection.

Our services

I want to make sure I understand your financial priorities and, drawing on my extensive experience and expertise, work with you to help you achieve them.

So, whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - I will do my utmost to find solutions that work for you.

Where to find us

Head office address: Church Road, Milford Haven, Hampshire, SA73 1NU

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 1st March 2021

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