Introduction To Financial Planning

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SOME FORMS OF TAX PLANNING INCLUDING INHERITANCE TAX PLANNING.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

WANT TO MAKE THE MOST OF YOUR WEALTH?

Contact us now to speak to one of our Advisers

Don't miss this opportunity!
Where we are

105A Talbot Rd, Talbot Green, Pontyclun, CF72 8AE

Privacy Notice  Conflicts of Interest Best Execution policy

PDB Wealth Partners Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. Gale and Phillipson Advisory Services Ltd are entered on the Financial Services Register under reference 142752. PDB Wealth Partners Limited is registered in England and Wales. Registration Number: 11151651. Registered Address: 20 Birchwood Road, Cardiff CF23 5LJ.

 

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.