Wealth Management in Cardiff

Our Cardiff office has been situated in St Andrew’s Crescent since 2001 and is a leading provider of Wealth Management services in South Wales. Our core services include investment management services for individuals, trusts, pension funds, charities and companies, both as direct clients and indirectly via intermediaries, alongside Wealth Planning from our Cardiff-based Financial Planning team. We pride ourselves on providing a high quality service that will include regular contact throughout the year.

We manage portfolios for local charities and are pleased to offer them our support. Naturally, we are great supporters of our national sports teams.

The office is headed up by Terry Lewis. He is a Fellow of the Chartered Institute for Securities and Investments (CISI) and is a Chartered Wealth Manager, holding the PCIAM, IMC and FPC qualifications.

Our core services cover both bespoke portfolio investment management and independent financial planning. Our advice covers the full range of investment products including Individual Savings Accounts (ISA), Self Invested Pension Plans (SIPP), Trusts, Investment Bonds, Offshore Bonds, Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Business Property Relief Portfolio. Specialist areas including Estate and Succession Planning including Inheritance Tax advice and also Personal Injury and Clinical Injury Settlements planning.

If you would like to find out more about the Wealth Management and Wealth Planning services offered in Cardiff, please contact us by telephone or email and we will be pleased to discuss your requirements.

Drinks Reception at the National Museum

Our Cardiff team were delighted to host a drinks reception at the National Museum, held in the Impressionist Gallery which holds an impressive exhibition of modern British Art.

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Speak to our Wealth Management & Wealth Planning team in Cardiff

  • +44 (0)2920 729001
  • St Andrew's House, 24 St Andrew's Crescent, Cardiff CF10 3DD
To find out more call us on
+44 (0)2920 729001