Titan Wealth Planning Limited - Financial Adviser in South queensferry

Titan Wealth Planning Limited

Initial consultation free

Independent

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

We can advise you on

Clients
helped

3439

Minimum
pension value

£100k+

Minimum
wealth

£50k+

Minimum
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.

Meet our advisers

Mr Darren Jones

Financial Planner

Mr Jim Williams Dip PFS

Financial Planner

What our clients say

Julie

My husband and I were having great difficulty getting anything sorted out for my husbands pension and since you came into the picture it has been an absolute dream. Your support was magnificent and honesty was a breath of fresh air. I feel as if you went above and beyond for us. I would highly recommend you and your company to anyone, your support was amazing throughout.

Jackie

I have recently held meetings with Fay Thomas, at your office in Gateshead, to discuss my retirement planning. I have been very impressed, initially by the office staff who looked after me during my visits, but more importantly by the advice and service Fay has provided. She provided very comprehensive solutions after identifying what I was looking for in the future but was able to present this advice in a friendly manner that was easy to understand while still being very professional. I would have no hesitation in recommending Fay and Prism Financial Advice to my family and friends and look forward to our next meeting.

Sean

Just a quick note to say thank you for your time on Friday. Seeking financial advice is sometimes daunting and the thought of being bombarded with technical jargon or recommendations of financial products did make me apprehensive. However the reality could not be further from the above. You were welcoming, quick to explain terms and also made it clear from the start that there was no intention to sell any product. I felt completely relaxed during the session and at the end had a clear understanding of the decisions I needed to make. I will have no hesitation in seeking your advice in the future and would recommend you and your company to anyone seeking financial support. Many Thanks for your assistance

Compliance

Titan Wealth Planning Limited is authorised & regulated by the Financial Conduct Authority (FCA) under Firm Reference Number: 574458
Titan Wealth Planning Limited is registered in England and Wales No: 07839452.
When investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.
Tax is dependent on individual circumstances and is subject to change based on UK legislation and taxation regime. 

The Financial Conduct Authority does not regulate tax advice.

Legal information

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