Oval Financial Management Limited

Independent Financial Adviser  Britannia House, Caerphilly, Mid Glamorgan, CF83 3GG
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FCA authorised
Last authorised 1st March 2021
Experienced financial adviser offering tailored independent financial advice on pensions, investments and life assurance, primarily in south Wales.
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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Long term care
Meet our advisers
MR Jonathan Williams BSc Econ Joint Honours
Director
About us

Oval has been established for 7 years as a company in its own right. I have been an independent financial adviser for 15 years, gaining a wide range of experience. Prior to this I was a manager with Pearl Assurance.

Our services

We assess clients financial situation personally,on a case by case basis, to give everyone a suitable outcome to their financial planning needs. We look at all types of pension planning, including retirement income and tax advice.We also offer investment advice based on client's attitude to risk and tax position.We arrange suitable life assurance and income protection.We are always contactable directly.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Britannia House, Van Road, Caerphilly, Mid Glamorgan, CF83 3GG

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