Garth Mountain July 2020

"Someone's sitting in the shade today because someone planted a tree a long time ago"

Warren Buffett | CEO of Berkshire Hathaway

INDEPENDENT FINANCIAL ADVISERS - CARDIFF

Welcome to
Withycombe Financial Services Ltd

Withycombe Financial Services Ltd was established in March 2019 following a buy out of my former partnership and subsequent acquisition. We received FCA approval in October 2019. We have over 37 years experience in Financial Services and specialise in all aspects of pensions, investments and protection.

We will formulate a plan after listening to your needs and aspirations. We help our clients achieve their goals and build a brighter future.

You are the focus of our business. Our advice is fully independent. We have access to the whole of the market. We are not tied or restricted to any one companies products.

  • Relationship & Wealth Management
  • Investment Planning
  • Tax Planning
  • Inheritance Tax Planning (IHT)
  • Wills & Trust Information
  • Individual & Business Protection Planning
  • Pension Planning
  • Pensions & Divorce
  • Mortgages
  • General & Commercial Insurance

 

OUR SERVICES

Pension &
Retirement Planning

Investment, Wealth, Inheritance
& Estate Planning

Individual & Business
Protection Planning

WHAT OUR CLIENTS HAVE TO SAY

Andrew has been my IFA for the past five years. During this time he has provided excellent advice on a range of investment products suited to my requirements, which have afforded me a sound financial base.

I have found Andrew to be trustworthy, reliable, and readily available to answer any queries I may have.

On a personal level Andrew has always been polite, courteous, and thoroughly professional in my dealings with him.

Graham Dyer

MPhil BMus (Hons) LRAM FTCL ALCM Adv.Cert.Mus PGCE

I have worked with Andrew for the past year or so and I can safely say that I would not recommend my clients to anyone else, other than Andrew, to take care of their financial planning needs. Andrew always takes the time to speak with anyone in need of advice and genuinely has his clients best interests at the centre of his trusted work.

Tom Willis

Mortgage and Equity Release Adviser, Eden Hawk Financial Solutions

It is such a relief to have someone who knows what they are doing to help with investments and planning for the future. Andrew is always so positive when we meet up and nothing is ever too much trouble. No query is too basic for him to address enthusiastically and answer thoroughly. He handles difficult family relationships very sensitively and is always keen to see the best outcomes on all levels. I have no hesitation in recommending him.

Hefin Owen

Television Producer/Director

Andrew from Withycombe Financial Services did a great job of reviewing my pension pots recently and came up with excellent recommendations. He even found an old pension that I had almost forgotten about that had a transfer value in excess of £80k! I have no hesitation in recommending Andrew Withycombe and Withycombe Financial Services for all the financial advice you will ever need.

Deri Ap Hywel

Legacy Planner, Maplebrook Wills

INDEPENDENT FINANCIAL ADVISERS - CARDIFF

Get In Touch

For more details about the services we offer please contact us using the form below:

Withycombe Financial Services Ltd

Registered Office: 11 Graig Lwyd, Radyr, Cardiff, CF15 8BG
Telephone: 02920 843375
Mobile: 07917 457647
Registered in England & Wales- number: 11913945

Authorised and regulated by the Financial Conduct Authority: 842433