All the Financial Advice You Need, All in One Place

Professional Financial Advisers based in Blaenau Ffestiniog, Gwynedd

Guidance on Investments

Passionate about what we do, we are here to help you invest your money sensibly. Our team also provide suitable advice on retirement planning so you can enjoy your retirement when it comes.

Mortgage Advice

At Tim Caldwell Financial Services, we work hard to find a mortgage that fits your needs. As part of our personal approach, you will deal with the same person throughout the whole process.

Protecting Your Finances

With more than 26 years’ experience, our professionals offer their educated opinion on financial and income protection and insurance. You receive a free consultation for your convenience.

Estate and IHT Planning

As a highly regarded company, we have the knowledge to offer helpful advice on managing your affairs including estate planning and IHT (Inheritance Tax). Make sure to give us a call today.

Contact our team of financial advisers in Blaenau Ffestiniog, Gwynedd, for more details about asset protection.

Investments

Stacks of coins with a plant sprouting out of the top

Retirement

Couple walking along a beach beside the sea

Mortgages

Mortgage application form and keys

Protection

A man holding an umbrella for another man

Estate Planning

Documents, reading glasses and a calculator

About Us

2 Plan logo, wall signage

Independent Financial Advisers

Receive all of the financial advice and guidance you need with Tim Caldwell Financial Services. Our financial advisers in Blaenau Ffestiniog, Gwynedd, provide advice on investments and financial and asset protection as well as retirement planning and purchasing property. With more than 18 years in the business and a passion for effective financial solutions, we offer suitable advice in the office or in the comfort of your own home.


We visit your location as part of our flexible service. Our experts work hard to cater to your specific requirements and schedule.

P2plan Wealth Management™

2plan Wealth Management Ltd is a national yet independent firm of financial advisers (IFAs) that is authorised and regulated by the FCA™ (Financial Conduct Authority). It provides structure along with complete compliance and technology services to self-employed financial advisers across the UK.


Our IFAs are equipped with the latest technology services available in order for them to provide first-rate services and build professional business relationships. Also, we make sure that we always treat our customers fairly.