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Address: Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ
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Telephone: 08458 032125
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Fax: 08458 032126
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, FPC1, FPC2, FPC3
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Address: 46-47 The Parade, Roath, Cardiff, CF24 3AB
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Telephone: 029 2035 9359
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Fax: 08701 165948
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Group Pensions, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 114-116 St. Mary Street, Cardiff, CF10 1DY
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Telephone: 029 2022 4871
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Fax: 029 2038 8222
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: MAPC
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Address: Ashwood House, Cardiff Road, Taffs Well, Cardiff, CF15 7AF
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Telephone: 029 2081 1473
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Fax: 029 2081 1473
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 7 Baltimore Close, Pontprennau, Cardiff, CF23 8PX
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Telephone: 029 2073 5000
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Fax: 029 2073 5001
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Charging Structure: Fee based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC
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Address: Hamilton Street, Cardiff, CF11 9BP
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Telephone: 029 2078 6438
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Charging Structure: There may be a fee for mortgage advice. The precise fee will depend upon your circumstances but typically it will be 0.5% of the mortgage amount. If you choose to pay this fee for our services, we will rebate to you any procuration fee paid to ourselves by the lender.
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Business Areas: Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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