Carlson Wealth Management Ltd

Retirement Planning Specialist

Regus House Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU Directions

   Now closed Open today 09:00 - 17:00

Business overview

We help business owners and higher rate tax payers plan for a secure and happy retirement - helping them get the balance right between enjoying life now and planning for the future

Do you know whether you will be able to afford the lifestyle you want in retirement, or when EXACTLY you'll be able to afford to retire? Have you put money away for your retirement but aren't sure if you've done enough or if you are doing the right thing? Do you find it hard to keep on top of all the paperwork, and aren't quite sure what it all means?

Although we have expert knowledge of pensions, investments and tax, what our clients value the most is that we help them answer those big questions - replacing worry and uncertainty with a clearly defined path to retirement and beyond.

Our advice process starts with finding out about what you want to do and when you want to do it. For some people that just means knowing they can enjoy the same lifestyle now when they give up work or sell their business, whilst for others it may involve working out whether they can gradually phase in their retirement or whether a windfall they have received means they don't have to work again.

As Chartered Financial Planners, Chartered Tax Advisers and Pension Transfer Specialists, we have all the technical bases covered, although you'll probably be more impressed with the way we can convey our advice in an easy to understand way. We give you complete clarity about your financial future, so you can make the big decisions and get on with the important job of enjoying life!

Most of our clients have been referred to us by other happy clients who have been thrilled with what we have done for them, but if after reading this you think we might be a good fit for each other then pick up the phone and give us a call - we'd be happy to have a chat to see if we could help.

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Products & Services

Financial Planning

FSA Regulated

Investments

Life Assurance & Pension Consultants

Pensions

Tax Planning

Independent Financial Advisers

Retirement Planning

Wealth Management

Income Tax Planning

Tax Efficiencies

Strategic Tax Planning

Wealth Protection Planning

Tailored & Bespoke Planning

Tax Liability Advice & Planning

Credentials

Associations

  • Financial Conduct Authority (673112)

Reviews

Excellent advice

5
Steve has provided us with outstanding help and advice during our preparation for retirement. He always gives clear explanations to support his suggestions and responds extremely promptly to any questions that we may have. We have no hesitation in recommending Steve to anybody seeking financial advice.
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Superb service

5
I have known Steve Carlson for some years now and have also worked with him previously. His knowledge of the financial sector is second to none and his proactive approach is refreshing. In just a short period, he has already suggested ways of making my money work way more productively for me and he has also saved me several thousand pounds in things he has picked up on. I particularly like that he speaks in lay man terms so I am able understand things. I would thoroughly recommend him and have total peace of mind knowing he is making my money work and grow for me.
03 May 2017
Thanks Heidi. It's been great fun working with you and it's nice to see things starting to take shape over the last year as your money has started to work a lot harder and you have less to worry about. I'm glad you like my simple explanations of the complicated stuff too :)
03 May 2017
Thanks Heidi. It's been great fun working with you and it's nice to see things starting to take shape over the last year as your money has started to work a lot harder and you have less to worry about. I'm glad you like my simple explanations of the complicated stuff too :)
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Excellent financial advice.

5
As we approached retirement, we realised that we needed professional, independent advice which we could trust. Steve Carlson has surpassed our expectations. He has listened carefully and patiently to our needs and helped us to take a holistic and realistic view of the future. At every stage, he has taken care to make sure that we fully understand the implications of his analysis and suggestions. At a time of major readjustment, he has been sensitive to our concerns and reassuringly honest in our conversations. In short, we have been delighted with his thorough and efficient work. We would certainly recommend him without reservation.
03 May 2017
Thanks Diane. It has been a real pleasure working with you both. Seeing the look on your face when you told me about what you had been able to do to help your family after we'd been through everything is something that I don't think I will ever forget. I'm looking forward to seeing how 'semi retirement' works out for you both!
03 May 2017
Thanks Diane. It has been a real pleasure working with you both. Seeing the look on your face when you told me about what you had been able to do to help your family after we'd been through everything is something that I don't think I will ever forget. I'm looking forward to seeing how 'semi retirement' works out for you both!
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A Wealth of knowledge

5
I originally asked Steve to look into a new mortgage for me. Steve found a great product that matched my requirements. Steve also looked into my existing pension schemes and with his recommendations the changes I have made have seen my portfolio greatly improve

Steve has the knowledge and experience to pair current lifestyle and desired ambition with products and advice that match.

From dealing with Carlson Wealth Management I have gained confidence that my money is working as effectively as possible to secure my families future
03 May 2017
Thanks Gareth. It's been great working with you and Amy and turning all those numbers and policies into something much more meaningful that grabbed and held your attention. I told you that financial planning wasn't supposed to be boring!
03 May 2017
Thanks Gareth. It's been great working with you and Amy and turning all those numbers and policies into something much more meaningful that grabbed and held your attention. I told you that financial planning wasn't supposed to be boring!
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High Quality Financial Services

5
I started to use Steve around 3 years ago to help with financial advice around my pension plans. The knowledge and expertise Steve has, astounded me; even though I'm a pretty sharp cookie on investing. We worked out a plan and he invested my pension in a safe but high performing set of funds, and I'm genuinely astounded at the results. What was interesting was that in the planning, he looked at the projections across into retirement on a year by year basis, giving me clear visibility of how all my financial areas would be affected and how best to maintain security in my status as a self employed person. This has developed and Steve now looks after all my financial needs. I'm 50 and I've never rated any financial advisor as highly as Steve. If there's an area of improvement needed, it would be that he needs to bring some chocolate biscuits if I'm supplying the tea on his next financial review! Keep growing my funds Steve!
03 May 2017
Thanks Rob. I can still remember the look of surprise on your face when I told you everything was going to be fine and you didn't actually need to put anymore money into your pension. I take it you weren't impressed with the cereal bar at the last review then? :)
03 May 2017
Thanks Rob. I can still remember the look of surprise on your face when I told you everything was going to be fine and you didn't actually need to put anymore money into your pension. I take it you weren't impressed with the cereal bar at the last review then? :)
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