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Welcome to Station Financial (Wales)

Station Financial Wales provides independent financial advice to both private and corporate clients in the majority of areas of financial planning across South Wales and the South West of England. Our headquarters are in Bridgend and we also have offices in Cardiff and Kenfig Hill.

Our teams of financial experts

We believe that the strength in our business comes from our people. Our teams of advisers are highly trained and qualified, with specialties in the majority of areas of financial planning particularly in pensions and investments.

We are able to provide advice on areas that others aren't qualified to do so. We have a dedicated team of support staff who work very closely with our advisers. As well as providing administrative support, they have a high level of technical knowledge as well as ensuring we are kept fully up to date with the latest regulatory and economic issues that may affect our clients.

Our senior management team has come from some of the UK’s most trusted brands such as Friends Provident, HMRC (Revenue & Customs), Lloyds Bank and Midland Bank.

With all this wealth of knowledge and expertise available we believe that going that extra mile in providing a personal and tailored service to our clients, that our client service is second to none.

For more information about our range of services or how we operate as a company, please call 01656 750 790 or email: office@stationfinancialwales.com

Pension & Retirement Planning Services

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Investment Planning Services


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Mortages, Finance & Equity Release Services


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Estate
Planning



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A free initial consultation with our financial experts

Take advantage of our free initial consultation and we aim to answer any questions you may have.

Call us on 01656 750 790 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.

Your home/property may be repossessed if you do not keep up repayments on your mortgage. To understand the features and risks of an Equity Release Scheme. Ask for a personalised illustration. There may be a fee for the Mortgage/Equity Release advice. The precise amount will depend upon your circumstances but we estimate it will be 0.35% of the amount borrowed (e.g. on a £150,000 this would be £525), this is subject to a minimum fee of £495.

The Financial Conduct Authority does not regulate Will Writing, Taxation Planning and some forms of Mortgages and Finance.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.



Station Financial (Wales) : is a trading name of Station Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.

Station Associates Ltd, Registered in England and Wales (7940496)
Registered Office : 26 Station Road, New Milton, Hampshire, BH25 6JX

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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Address Station Financial Wales
5-7 Court Road
Bridgend
CF31 1BE

Telephone Number 01656 750 790

Email Address office@stationfinancialwales.com

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