Request a call back...
Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)
Our Penarth financial advisers
About our Penarth office
Right by the coast, our Penarth office delivers expert financial advice and wealth management services across Wales, including Cardiff, Swansea, and Newport. Our Penarth financial planning team understand that your goals are unique, and we work with you to build a financial plan that fits your needs.
Whether you’re looking at retirement, thinking about investments, or just want to feel more secure with your money, our Penarth financial advisers are here to make things easier.
"Our team in Penarth are committed to providing great financial advice that fits your individual needs. We focus on working together and sharing our wealth management know-how, so you always feel supported along the way."
Nic Swetman, Chartered Financial Planner and Partner, based in Penarth
"Our Penarth financial advisers provide expert advice throughout Wales, focusing on your unique goals and aspirations."
James Dixon, Chartered Financial Planner, based in Penarth
What to expect from our wealth management service provided by our Penarth office
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively. You can find out more about our services below.
A chartered firm at the forefront of our profession
Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.
Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.
A highly qualified team
We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country.
We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.
We harness the latest technology
We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.
Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.
A wide range of award-winning investment solutions
We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.
We’ll work around you
We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices
How to find the Penarth office
The Gallery,
1-3 Washington Buildings,
Penarth,
CF64 2AD
1-3 Washington Buildings,
Penarth,
CF64 2AD
Parking
If you are arriving by car, there is on-street parking located around the office that has a maximum stay of an hour.
If you require longer than an hour, you can find parking near Penarth train station in Penarth Conservative Club. Cost is £4.80 per day, bookable by JustPark, and is a 5 minute walk to the office.
Train
If you are arriving by train, Penarth station is a 3 minute walk away from the office. Please refer to the map for directions.
You can also get the train to Cardiff Central station and take a 15-20 minute taxi to our Penarth office.
Taxi
Taxis are available at the taxi rank outside both train stations. We have provided numbers for local taxis below:
- Cabs64 029 2070 6464
- Windsor Cars Penarth 029 2070 0799
Alternatively, you can use Uber in this area.
Once you have arrived
Once you have arrived, please press the button labelled ‘Saltus’ on the front door buzzer and one of our lovely Penarth team members will let you in.
Please make your way up to the 1st floor and one of our team will be there to greet you.
Accessibility
Our office has an accessible toilet, however, we do not have a lift. Please contact us in advance if you require step-free access.
Our wealth management services in Penarth
About Saltus?
Find out more about our award-winning wealth management services…
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
£8.2bn+
assets under advice
20
years working with clients
350+
employees
97%
client retention rate
Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.
Whiteley
Solent Business Park, 4500 Parkway, Whiteley, PO15 7AZ
Bath
Queen Square House, Queen Square Place, Bath, BA1 2LL
Bournemouth
Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED
Bristol
Spaces Castle Park, Programme Building, The Pithay, Bristol, BS1 2NB
Farnham
Gostrey House, Union Road, Farnham, Surrey, GU9 7PT
Leigh-on-Sea
1279 London Road, Leigh-on-Sea, SS9 2AD
London
3 -5 Rathbone Place, London, W1T 1HJ
Penarth
The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD
St Albans
2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA
Wells
Melbourne House, Wells, BA5 2PJ