Tim Caldwell Financial Services

Financial Services in Blaenau Ffestiniog

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17 High Street
Blaenau Ffestiniog
Gwynedd
LL41 3AA

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Contact Numbers

Gwynedd Office: 01766 830 400

Mobile & Out of hours: 07891 994691


Websites


About

Welcome To Tim Caldwell Financial Services

As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.

About Us

2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Services

We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you. We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.

Our Range Of Advisory Services Includes:

Investing your money wisely
Protection and insurance
Medium to long term savings
Retirement planning advice
Inheritance tax planning
Finding you a mortgage to fit your needs.

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Products and Services

Will Writer LLandudno

Will Writers in Gwynedd

There is no reason for writing a will to be time-consuming or costly. Wills and trusts can save you money too, as the more you plan now, the less inheritance tax will be payable on your death.

Price: Request Quote

Lasting Power of Attorney LLandudno

Lasting Power of Attorney Gwynedd

A LPA (lasting power of attorney) allows you to choose who you would want to manage your affairs. Without a LPA, there will be severe delays and substantial costs as well as a loss of control to a person that you do not know as well as ongoing costs.

Price: Request Quote

Intestacy Advisers Gwynedd, Llandudno

Intestacy Advice Wales

When someone dies without a valid will, they become what is known as intestate and their estate must be shared out according to the rules of intestacy. As well as potentially causing beloved family members, friends, and organisations to miss out

Price: Request Quote

Family Trusts Gwynedd, Llandudno

Family Trusts Wales

A family trust can mitigate or completely avoid the need for probate (saving on average about £8,000) and avoid many other threats to passing wealth down to your chosen beneficiaries.

Price: Request Quote

Fixed Rate Mortgages Gwynedd

Fixed Rate Mortgages Blaenau Ffestiniog

Our independent mortgage advisers help you by searching the market on your behalf to source the right deal that is based on your personal circumstances and budget.

Price: Request Quote

Variable Rate Mortgages Gwynedd

Variable Rate Mortgages Blaenau Ffestiniog

Tim Caldwell Financial Services in Blaenau Ffestiniog, Gwynedd, offers suitable mortgage advice when you are thinking about buying a home.

Price: Request Quote

Tracker Mortgages Gwynedd

Tracker Mortgages Blaenau Ffestiniog

Whether you are a first-time buyer or moving homes, it is crucial that you only consider a mortgage that is right for you.

Price: Request Quote

We offer these services

  • gallery
  • website
  • Customer Service / Helpline
  • Free Quotes

We offer these payment methods

  • Cheque
  • Bank Transfer
  • Direct Debit

Send a message


Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed

Key Services

Auto Enrolment Advice, business protection, estate planning, financial advice, financial advisers, financial advisers independent, financial planning, fixed rate mortgage, ifa, independent financial advice, Independent Financial Planning, inheritance tax, Intestacy Advisers, investment, life assurance, money advice, mortgage, mortgage planning, mortgage tracker, pension, probate, remortgage, savings, taxation, trust planning, unit trusts, variable rate mortgage, wealth management, will writing

Events

Free Consultation

Contact us for a free, no obligation consultation to receive professional financial advice. Whether it's mortgage advice when you are thinking about buying a home or preparing a will.

Price: This event is free

When: 01/02/2017 to 01/02/2018


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