Thomas Duffy Ltd

Independent Financial Adviser  Thomas Duffy Ltd, Castle, Cardiff, CF10 3BH
First meeting at adviser's own cost
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 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
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Jason Thomas-Duffy Dip (PFS)
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

What our clients say
Thomas Duffy Ltd provided an excellent professional service and were extremely helpful in arranging our mortgage and insurance. I would highly recommend them for your personal financial arrangements and I would not hesitate in using them again in the future as I have done for all our mortgages over the years.
Bill Ward, Bristol
First class service from the beginning right through until completion of our mortgage. Cannot recommend enough.
Ruth Daniels, London
I have used Thomas Duffy on numerous occasions now over the last 3 years, they came on a recommendation from a work colleague. They helped us with our first buy to let when our bank would not lend to us. The service is second to none and it takes out the leg work of you having to find the best mortgage and insurance deals on the market.
Michelle Blackburn, Cardiff
It's a great idea to regularly update your financial products - Jason from Thomas Duffy helped me sort out the 'gaggle' of pensions I've gathered over the years, and sorted out some great life insurance products for me. You don't need to have a multi-million pound portfolio to need financial advice. I just gave them a ring after being recommended, popped into their city centre office and all sorted after an hour or so. I would highly recommend Thomas Duffy Ltd.
Angela Tillcock, Cardiff
First class service from the beginning right through until completion of our mortgage. Cannot recommend enough.
Ruth Daniels, London
I have used Thomas Duffy on numerous occasions now over the last 3 years, they came on a recommendation from a work colleague. They helped us with our first buy to let when our bank would not lend to us. The service is second to none and it takes out the leg work of you having to find the best mortgage and insurance deals on the market.
Michelle Blackburn, Cardiff
Thomas Duffy Ltd provided an excellent professional service and were extremely helpful in arranging our mortgage and insurance. I would highly recommend them for your personal financial arrangements and I would not hesitate in using them again in the future as I have done for all our mortgages over the years.
Bill Ward, Bristol
It's a great idea to regularly update your financial products - Jason from Thomas Duffy helped me sort out the 'gaggle' of pensions I've gathered over the years, and sorted out some great life insurance products for me. You don't need to have a multi-million pound portfolio to need financial advice. I just gave them a ring after being recommended, popped into their city centre office and all sorted after an hour or so. I would highly recommend Thomas Duffy Ltd.
Angela Tillcock, Cardiff
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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