Tim Caldwell Financial services

Independent Financial Adviser  17 High Street, Blaenau Ffestiniog, LL41 3AA
First meeting at adviser's own cost
I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.
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 first home
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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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
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Tim Caldwell DipPFS
Independent Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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 examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

About us

As an Independent Financial Adviser (IFA) I am part of the national firm 2plan wealth management. 2plan wealth management Ltd is a national, independent, whole of market firm of financial advisers and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Our services

With over 20 years’ experience in the financial services sector I have developed a service proposition that focuses on personal long term relationships. My focus is on working with people in the local area (Gwynedd, Conwy and Anglesey) to address their current financial needs and, through regular reviews, ensuring that their financial planning reflects their changing circumstances. I do not act on behalf of any product provider, bank or insurance company. The “client experience” is paramount and I pride myself in building lasting professional client relationships. I aim to ensure that my clients will view me as their trusted IFA.

Where to find us
Head office address: 17 High Street, Blaenau Ffestiniog, LL41 3AA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 29th November 2021

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We offer a free initial consultation