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Caleb Roberts Financial Management Ltd : Branch
Caleb Roberts Financial Management (Cardiff)

Address

8a
The Maltings
East Tyndall Street
Cardiff
CF24 5EZ
 
Contact

cardiff.financial@caleb-roberts.co.uk
Rhian Watson
 
Telephone

029 2049 1874
 
Facsimile

029 2048 2835
 

Click here for location map.

Starting postcode:


For mortgages you can choose how we are paid: pay a fee, usually % of the loan amount, or we can accept commission from the lender.

Our Specialists   Areas of Advice   Photo

Mr Mark Jennings
mark.jennings@caleb-roberts.co.uk

  Estate Planning
Health / Long term care
Investments for Trusts
Key Person Protection
Pension choices at Retirement
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
 
         

Mrs Rhian Watson
rhian.watson@caleb-roberts.co.uk

  Estate Planning
Investments for Trusts
Pension choices at Retirement
Pension Transfers
Shareholder Protection
Tax Planning for businesses
Tax planning for Individuals
Unit Trusts / Investment Trusts
 
         

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This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Caleb Roberts Financial Management Ltd is authorised and regulated by The Financial Services Authority. Caleb Roberts Financial Management Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 497107.

The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning, Advice on Bank and Building Society Accounts.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

Please ensure you read our User Terms, Client Agreement and Privacy statement.


Registered Office: Wylcwm Place, Knighton, Powys, LD7 1AE Registered Number: 6823280


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