Wealth Management Cardiff


The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Tax treatment varies according to individual circumstance and is subject to change.


Our Office

Our offices are located in Cardiff South Wales, we are happy to meet you in your home or in our offices, we will ensure wherever you meet our expert advisors is as convenient as possible.

HMC Holistic LTD
Regus House, Falcon Drive Suite 21
Cardiff CF10 4RU

Phone: 029 205 04006

Contact Our Adviser

    If you are unhappy with our service
    If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

    Quilter Financial Planning Complaints Department
    Riverside House
    The Waterfront
    Newcastle upon Tyne
    NE15 8NY

    Email: QFPComplaints@quilter.com

    Tel: 0191 241 0700

    You can find more information by visiting the Quilter Financial Planning Financial Services website:

    http://www.Quilter Financial Planningfs.com/contacts/

    If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)