United Kingdom Business Directory

      Financial Planning Wales Ltd

      ( 4 Reviews )

      Financial Planning Wales Ltd
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 8:30 AM
      Thursday:
      8:30 AM - 8:30 AM
      Friday:
      8:30 AM - 8:30 AM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      Read Our 4 Reviews

      Chamber Rating

      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      › ‹
      • Lauren Goodland


        Jan 2nd, 2021

      • Ian Palmer

        Positive: Professionalism
        Dec 13th, 2020

      • Maria Nicholas

        Positive: Professionalism, Quality
        Nov 1st, 2020

      • Paul Cheadle

        In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.
        Mar 18th, 2021

      Read Our 4 Reviews

      About
      Financial Planning Wales Ltd

      Financial Planning Wales Ltd is located at 62 Cathedral Rd in Cardiff, Wales CF11 9LL. Financial Planning Wales Ltd can be contacted via phone at (292) 064-1188 for pricing, hours and directions.

      Contact Info

      •   (292) 064-1188

      Questions & Answers

      Q What is the phone number for Financial Planning Wales Ltd?

      A The phone number for Financial Planning Wales Ltd is: (292) 064-1188.

      Q Where is Financial Planning Wales Ltd located?

      A Financial Planning Wales Ltd is located at 62 Cathedral Rd, Cardiff, wls CF11 9LL

      Q What is the internet address for Financial Planning Wales Ltd?

      A The website (URL) for Financial Planning Wales Ltd is: https://financialplanningwales.co.uk/

      Q What days are Financial Planning Wales Ltd open?

      A Financial Planning Wales Ltd is open:
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 4:30 PM
      Tuesday: 8:30 AM - 4:30 PM
      Wednesday: 8:30 AM - 8:30 AM
      Thursday: 8:30 AM - 8:30 AM
      Friday: 8:30 AM - 8:30 AM

      Q How is Financial Planning Wales Ltd rated?

      A Financial Planning Wales Ltd has a 5.0 Star Rating from 4 reviewers.

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 8:30 AM
      Thursday:
      8:30 AM - 8:30 AM
      Friday:
      8:30 AM - 8:30 AM

      Ratings and Reviews
      Financial Planning Wales Ltd

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0
      Write a Review

      Lauren Goodland on Google

      image

      Ian Palmer on Google

      image Positive: Professionalism

      Maria Nicholas on Google

      image Positive: Professionalism, Quality

      Paul Cheadle on Google

      image In 2014 I was looking for an independent financial adviser to manage investments and pension pots. Being within 10 years of retirement I did not want to take significant risks or "chase the money". I met with a number of advisers and felt most comfortable with Financial Planning Wales, both the people and their sound approach. FPW's advice has always focused on reviewing and delivering my objectives while providing a level of insight that works for me - enough so that I understand without being overwhelmed by data. I have an excellent relationship with my adviser who is professional, understands my needs, responds promptly and clearly to questions and has provided a high quality service, often going beyond my expectations. FPW's advice has consistently met my financial objectives, maximised my assets and provided me with confidence for my financial future.

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0

      Write a Review

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