Cardinal Financial Planning & Wealth Management

Cardinal Financial Planning & Wealth Management is an independent financial advisory firm based in Ipswich, Suffolk. They offer financial planning services, including investments, retirement planning, and mortgage advice.
  • Financial Planning
  • Protection & Insurance
  • Mortgages & Equity Release
  • Investments & Asset Management
  • Retirement Planning & Pensions

Size
Small
Phone
N/A
Email
N/A
Locations
8a Warren Heath Rd, IP3 8TD
01473717939
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Williams Farrall Woodward Ltd
Williams Farrall Woodward Ltd is a financial planning and wealth management firm that provides bespoke, clear, and independent financial advice.
Parallel Wealth Management
Parallel Wealth Management provides expert financial advice and investment planning, focusing on adding value to what clients truly value.
Argentis Group
Argentis Group is a financial advisory firm that provides tailored financial planning services to individuals, families, and businesses.
Company Details
Cardinal Financial Planning & Wealth Management is operated by Cardinal Financial Planning And Wealth Management Limited and is a Active company incorporated on 28 April 2015 with the registered office located in Ipswich, Suffolk. Cardinal Financial Planning And Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£75.92K
Cash in Bank
£69.83K
Total Liabilities
-£15.65K

Director • PSC • British • Lives in England • Born in Aug 1966
Teams
All
2
Support
1
Real Estate
1
Office Administrator • Joined Apr 2024
Mortgage Consultant • Joined Jun 2021
Office Administrator • Joined Apr 2024
Mortgage Consultant • Joined Jun 2021