Independent Financial Advisers

Reviews and Ratings for Financial adviser Neil Jaundrell, Cardiff

Tel: 01443 803670

enquiries@dnawealth.co.uk

Welcome to DNA Wealth Ltd

DNA Wealth is a small but highly conscientious firm of Financial Advisers based in South Wales providing advice throughout Wales and south of England beyond. We are committed to offering all our clients the highest quality of advice to help them achieve their financial goals.

Our particular area of expertise is in Wealth Management, Pension / Retirement and Tax Planning. We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your journey through life.

The Times - included as one of their “top rated advisers”

Financial Times
Top 100 IFAs 2019!

MAKE CONTACT

Let us help you to achieve your financial goals and prepare for the future.

Contact us

01443 803670

Our clients are our first priority.

We work closely with you to ensure we really understand what is important to you.

Always aiming to provide personally tailored solutions to meet your needs.

  • Retirement Planning
  • Specialist Pensions Advice
  • Family Protection
  • Investment Planning
  • Wealth management
  • Tax Planning
  • Later Life Advice
    • Move to a Smaller House
    • Work less, Play more
    • Grow your Wealth
    • Pass on your Wealth
    • Enjoy your Retirement
    • Looking after Loved Ones