Wealthmasters Financial Management Ltd Logo
Telephone:  020 3841 6881
Email: clientcare@wealthmasters.co.uk
Atlantic House, Charnwood Park, Waterton, Bridgend CF31 3PL

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions

When do you want to retire and how much income will you need?
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Investments

Are you making the best use of any spare capital or surplus income?
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FAP Brochure

Please click the picture above for our latest brochure on how to take control of your finances.

Why work with an Independant Financial Adviser?

Financial Planning requires flexible solutions to deal with your ever changing needs for income, health, changing risk profile and family circumstances.

We take into account your short, medium and long-term requirements, offering financial advice in the comfort of your own home, place of work, over the telephone or at one of our offices. Our advice is driven by your specific needs and we value our reputation for professionalism, accessibility and efficiency.

Our Advisers are:

  • Professionally Qualified
  • Friendly and Approachable
  • Knowledgeable
  • Experienced

Our Commitment to Treating Customers Fairly:

  • A competent, experienced and friendly Administration Support Team
  • A transparent Fee Charging Structure
  • A range of ongoing service levels to meet your needs
  • The Benefit of Market-Leading Technology

Please Click Here to see other reasons for why you should seek out an Indepedant Financial Adviser for your financial planning needs

 

To find out more about the services we offer please visit our About Us page

To read some of the feedback from our clients to date please visit our Testimonials page.

 

 
Your home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid for mortgages; pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk

Indices
Value Move   %     
FTSE 100
7,172.4825.80 stock arrow0.36 stock arrow
FTSE All Share
4,083.208.63 stock arrow0.21 stock arrow
Currencies
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Euro
1.160.00 stock arrow-0.22 stock arrow
United States Dollar
1.410.00 stock arrow-0.19 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 15/06/2021 at 07:00 PM
Reviews and Ratings for Financial adviser John Walls, Cardiff