Quadrant Financial Associates Ltd

Financial experts on your local high st

115a Park Crescent, Barry, CF62 6HE Directions

   Now closed Open today 08:00 - 17:00

Why Choose Us?

Local Business
Well Established
Professional Advice

Business overview

Chartered Financial Experts listed in Vouched For's Top Rated UK Financial Advisers 2020 for 2nd year running. Pension Transfer Specialists, Life Cover, Wills, POA's and much more.

Quadrant Financial Associates Ltd are a well established local independent company based in Barry, South Wales and are delighted to be listed in Vouched For's, Top 100 UK's Financial Advisers as distributed in the Financial Times, for the second year running.

Our Chartered Financial Planner, Lindsey Adams, specialises in later life planning including Pension Transfers, Retirement Planning, Wills, Trusts, Life Cover, Funeral Plans, Power of Attorney 's and Investments.

We are passionate about making the complicated simple. You don’t need to be wealthy to manage your money well but you do need to understand where your money is and how you can get the most out of it.

Financial planning can be a complex business, but at Quadrant Financial Associates Ltd, we pride ourselves on making your financial investments, pensions and retirement options clear and simple, so you can be confident that you are making the right choice. We believe that Flowcharts, maps, glossy brochures can point you in the right direction but they don’t listen to what you actually want to do or achieve.

Here at Quadrant Financial Associates Ltd., we listen to YOU. We believe in life that not everything that counts can be counted.

Photos

Image 4 of Quadrant Financial Associates Ltd
Meet the Quadrant Team led by our Chartered Financial Planner Lindsey Adams who is a Pension Transfer Specialist and listed in Vouched For's UK Top 100 Rated Financial Planners as distributed in the Financial Times for second year running.
Beautiful tropical floral display in our Quadrant colours for our opening day.

Products & Services

FCA Regulated

Financial Consultants

Financial Planning

Independent Financial Advisers

Investments

Life Insurance

Pensions

Pension Transfers

Wills

Power of Attorneys

Funeral Plans

Child Trust Funds

Investment and Trust Companies

Investment Consultants

Life Assurance and Pension Companies

Life Assurance and Pension Consultants

Credentials

Associations

  • Personal Finance Society (001066113L)

Qualifications

  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)

Reviews

Good to shop local

5
Quadrant Financial Associates Ltd is a great place to work and so accessible on the local high street.
Their Chartered Financial Planner is a Pension Specialist and is listed in 'Vouched For's' Top 100 Rated UK Financial Advisers.
They also offer a free 30 minute no obligation chat to discuss your queries on Pensions, Savings and Investments before making those all important decisions.
11 Mar 2020
Thanks for the great review!
11 Mar 2020
Thanks for the great review!
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