Meet us

We're friendly, professional, and always ready to chat about your financial needs

Chartered Financial Planners

We are one of the few chartered financial planners in Wales. This means you can trust our professional, independent advice.
chartered financial plannersrated highly by our clients

Chartered Financial Planners ...

    "professionalism – integrity – excellence"


Chartered Financial Planners, Cardiff Wales

Are you at the stage in your life where you are looking to take control of your finances and the wealth you have worked hard to accumulate?

Are you established in your chosen career and want to adopt a co-ordinated strategy to help create wealth?

Do you want to work with skilled professionals committed to building successful long term partnerships to achieve your financial objectives and aspirations?

Financial Planning Wales has a long history of helping people do just that, because we see you as partners – not just clients.

This is what you can expect…..

  • Investing your trust with us means we will invest our time and skills in your future.
  • We will offer you an insight into our planning and investment process.
  • Enhance your understanding of our complex financial world and the effect it can have on your wealth.
  • Help you make smart decisions to avoid the investment pitfalls that can cost you money.
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Call us on 02920 641 188 for a friendly chat about your needs

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What People Say

Always available for any enquiry, large or small.Careful consideration and a prompt response when required. Always explains fully any suggested investment or planning advice and never rushes for an unconsidered or hasty decision.

Keeps a regular flow of information and regular reviews and reports so that one is always on top of the portfolio.Also regular discussions so as to ensure that planning is proceeding as wished. The service is friendly,never rushed and always patient.

David, Vale of Glamorgan

  • Quality

    Authorised and Regulated by the Financial Services Authority.

    We may record or monitor phone calls for training and quality purposes.
  • We are Chartered

    chartered financial planners
  • Contact

    Financial Planning (Wales) Ltd
    62 Cathedral Road
    Cardiff, CF11 9LL

    Tel 02920 641 188
    Fax 02920 641 199