Wealthmasters Financial Management Ltd

Independent Financial Adviser  Atlantic House, Bridgend, CF31 3PL
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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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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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore 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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Commercial motor
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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Taxation planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Derren Bowes
MR Adrian Shakespeare
MR John Walls
About us

Welcome to the world of Wealthmasters - Wealthmasters offer bespoke solutions to maximise and preserve clients wealth. We have access to a worldwide network of tax and trust specialists. Because of our unique and personalised tax solutions, Wealthmasters are fast becoming the leader in the very specialised field of wealth management. Our initial consultation is complimentary, call us to find out how you can keep more of what you have earned for yourself and family.

Where to find us
Head office address: Atlantic House, Charnwood Park, Waterton, Bridgend, CF31 3PL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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