Thomas Duffy Ltd

Independent Financial Adviser  Thomas Duffy Ltd, South Glamorgan, Cardiff, CF10 3BH
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FCA authorised
Last authorised 11th October 2021
Clear, Consise, Financial Advice.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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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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Life insurance
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Payment protection insurance
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Jason Thomas-Duffy Dip (PFS)
Director
About us

Thomas Duffy Ltd are a team of professional independent financial advisers with experience in all areas of financial management. Our head office is in Cardiff, and we have advisers across South Wales from Llanelli to Newport.

Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right financial products for you.

The maze of financial products out there can be confusing, and as you go through life you can end up with pensions, insurances and savings pots. In a portfolio which you never review.

We will work with you to decide what products you need, matching them to your attitude to risk and where you are in your life.

As independent financial advisors we work for you and have no bias towards any particular provider. We are fee based advisers and have a range of payment options. All initial consultations are provided without charge.

As independent mortgage brokers we have access to the whole mortgage market place, with over 30 lenders and 1,000 mortgages.

Our services

We are not a large corporate company, but you will have the same level of protection as a large bank because we are authorised and regulated by the Financial Conduct Authority. You will have our direct contact details and we are easy to find in central Cardiff. We work for you and not a lender or provider. Our costs can be found on our website and wont be a barrier to business.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Thomas Duffy Ltd, 16 Museum Place, South Glamorgan, Cardiff, CF10 3BH

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