Monk Financial Planning
Initial consultation free
Independent
Independent financial advice in North Wales, covering pensions, retirement planning, investments and protection. I offer clear, honest advice tailored to you, with the reassurance of the same adviser from your first meeting through every review.
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£0+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Contact us
Compliance
Monk Financial Planning is a trading style of Rosemount Financial Solutions (IFA) Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 535515). The value of investments can fall as well as rise and you may get back less than you invest.
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