Dragon Financial Planning Ltd

Dragon Financial Planning Ltd is an independent financial planning firm based in Newport. They assist clients with financial planning, wealth management, and retirement planning, drawing on over 35 years of experience.
  • Wealth management
  • Retirement planning
  • Inheritance tax advice
  • Independent financial planning

Size
Small
Phone
01633 495393
Email
Available in Endole App
Locations
218 Stow Hill, NP20 4HA
01633495393
Digital Popularity
Social Media
Competitors
Heron House
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Kymin Financial Services
Kymin Financial Services is an independent financial advisory firm that has been providing professional financial planning and wealth management since 1993.
Company Details
Dragon Financial Planning Ltd is operated by Dragon Financial Planning Ltd and is a Active company incorporated on 14 March 2019 with the registered office located in Newport, Gwent. Dragon Financial Planning Ltd was registered 6 years ago.

Status
Active
Size
Micro
Directors
4
Age
6 years old
Employees
5
Turnover
Unreported
Total Assets
£134.53K
Cash in Bank
Unreported
Total Liabilities
-£96.23K

Director • Welsh • Lives in UK • Born in Oct 1968
Director • Director And Company Secretary • Welsh • Lives in UK • Born in Jul 1967
Director • PSC • Welsh • Lives in Wales • Born in Jun 1991
Director • PSC • Welsh • Lives in Wales • Born in Aug 1991
Teams
All
4
Consulting
4
Finance
4
Independent Financial Adviser • Joined Aug 2020
Paraplanner • Joined Oct 2021
Paraplanner • Joined Dec 2022
Independent Financial Adviser • Joined Aug 2020
Independent Financial Adviser • Joined Aug 2020
Paraplanner • Joined Oct 2021
Paraplanner • Joined Dec 2022
Independent Financial Adviser • Joined Aug 2020
Independent Financial Adviser • Joined Aug 2020
Paraplanner • Joined Oct 2021
Paraplanner • Joined Dec 2022
Independent Financial Adviser • Joined Aug 2020