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  11. Merchants Wealth Management

Merchants Wealth Management

Independent Financial Adviser  Church Road, Milford Haven, SA73 1NU
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FCA authorised
Last authorised 13th September 2021
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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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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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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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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Capital gains tax
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Estate planning
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Income tax
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Long term care
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Church Road, Milford Haven, SA61 2DA

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