Personal Financial Planning | Financial Advice Cardiff

Personal Financial Planning

Personal Financial Planning

You’ve worked hard to get where you are today, so let us take care of your financial future. We offer a range of financial planning advisory services, offered separately or as a comprehensive package.

Whether it’s protecting your income, reviewing your pension or planning for retirement, our team of specialist financial planners will help you organise your finances today to achieve a better tomorrow.

We leave technical talk at the door, replace confusion with clarity, and help you understand your opportunities and options. Trust us, we’re in your corner.

Read how we’ve helped our valued customers build their financial future in our series of case studies

Our personal financial planning services:

Retirement Planning

Our expert advisors will review your existing pension arrangements, roadmap your financial future and provide specialist advice on maximising your future income to achieve financial security and independence.

Learn more about our Retirement Planning services

Personal Financial Planning

We offer a comprehensive suite of advisory services to maximise your income and secure yourself and your loved ones. Our financial planning services include, but are not limited to:

  • Income protection, including young family protection
  • Pension review
  • Managing professionals
  • Releasing equity
  • Long term care

Learn more about our Personal Financial Planning services and our income protection service

Wealth and Investment Management

Our specialist wealth and investment advisers review, organise and analyse your existing financial arrangements to build a profitable investment portfolio tailored to your individual needs and approach to risk.

Learn more about our Investment Review service

What to expect from your personal financial planning service?

Getting advice on your personal financial planning is an opportunity to review what you value and size up your goals for now and the future. Our team of specialised Financial Planners will work closely with you to create a personal financial plan that accurately forecasts your financial future so you can plan to achieve your lifetime aspirations. Learn more about what you can expect from your financial planning journey with us

For estate planning and trust solutions, please visit our partner company Penguin Tax Planning to learn more about their trusted advisory services.

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Contact Us

T: 02920 450143


2 Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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