PENGUIN WEALTH LLP
Retirement Planning, Financial Forecasting, Investment Strategy, Forward Planning Meeting, Family Protection, Taxation Planning, Mortgage Service, Income and Wealth Protection, Savings and Investments, Wills and Trusts, Asset Allocation, Estate Planning, Survivor Income, Charitable Giving, Retirement Income, Foundations & Tax Efficiency
First Firm in the UK to achieve the hat-trick, becoming a Chartered, BS8577 Certified and CISI Accredited firm - Helps you understand if you have everything organised and in place to do what you want, in the time that you have
Adviser Firm of the Year Wales award in 2014
BARTHOLOMEW HAWKINS LTD.
Pensions, Investments, Retirement Planning, Wealth Management, Estate Planning, Investment Management, Trust Planning, Family Wealth Planning, Ethical Investment Management, Trustee Investment Service, Pension Consolidation Advice, Lifetime or Annual Allowance Review, Pension Forecast Service, Venture Capital Trusts & Inheritance Tax Planning
Also have Office in Bristol - Provides independent financial advice to both private and corporate clients in all areas of financial planning across South Wales and the South West of England
LOWNDES HALSDEN & PARTNERS LTD.
Life Assurance, Mortgages, Pensions, Savings & Investments
Independent personal Financial Planning specialists - Provides a distinctive style of independent wealth management, that is rare in today’s financial marketplace