Moorland Mayfair Wealth Management

Independent Financial Adviser  Moorland Mayfair Wealth Management Ltd, South Glamorgan, Cardiff, CF24 5EA
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FCA authorised
Last authorised 17th May 2021
At Moorland Mayfair our aim is to make the complex world of financial services clear, simple and tailored to you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Kyle Jones DipPFS
Managing Director
MR Raffaele Castaldo
Independent Financial Adviser
MR Alex Palmer J
Head of Research & Analytics
MR Alex O'Neill
Independent Financial Adviser
About us

With a combined experience of over 25 years in financial services, Moorland Mayfair keeps you at the center of financial planning, by building plans tailored to you and your requirements.

Recently nominated for two awards at the 2017 Retirement Planner awards, we cover all areas of planning. Whether it's ensuring you can survive financially throughout retirement, to reviewing your savings and investment to ensure they're working hard for you and that you're able to pass your hard earned money across to loved ones. We pride ourselves on building proposals that are transparent and fair in both planning and fee's.

We're independent, meaning we search and the analyse the market to determine what is best for you. We're not tied or incentivised to use any particular provider or product.

Service is paramount - our clear, tiered levels of servicing guarantee your queries are dealt with promptly. We're always on hand to answer any queries you have whether it's over the phone, via email or through our client portal in which you can chat directly with your adviser.

Helping to protect and enhance your wealth.

Our services

Our vision is to protect clients and their families, while helping to preserve and enhance their wealth, by building a strong relationship based on honesty, integrity and openness. Through our range of services, we work with our clients to provide them with the advice and guidance they need to achieve their financial aspirations.

Our service is built around comprehensive financial planning and sound investment principles. By exploring goals and objectives we deliver a tailored financial strategy to meet our clients' needs, then monitor these plans to ensure they remain on track.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Moorland Mayfair Wealth Management Ltd, The Maltings, East Tyndall Street, South Glamorgan, Cardiff, CF24 5EA

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