Aled Wyn

Aled Wyn Email and Phone Number

Independent Financial Adviser at I Planning Wealth Management @ I Planning Wealth Management Ltd
ammanford, carmarthenshire, united kingdom
Aled Wyn's Location
Greater Swansea Area, United Kingdom
Aled Wyn's Contact Details

Aled Wyn work email

Aled Wyn personal email

n/a
About Aled Wyn

Chartered Financial Planner. Doctor of Applied Mathematics. I love my wife. I love my 4 kids. I love my job.I specialize in:- Retirement Planning:I help people who are near or approaching retirement work out whether or not they can afford to retire. I can often show people how they can retire years earlier than they hoped.- Investment Planning:I help people grow their wealth to achieve a certain goal, counteract the effect of inflation, or to maximise their options in the future.- Inheritance Tax Planning:I show people how they can increase the amount of wealth they will pass on to their loved ones when they die. Nobody wants to leave their family with an unexpected tax bill when they die.- Trust investmentsI help trustees fulfill their duties and manage trust investments.At iPlanning Wealth Management we hold to the following core values:- Live intentionally

Aled Wyn's Current Company Details
I Planning Wealth Management Ltd

I Planning Wealth Management Ltd

View
Independent Financial Adviser at I Planning Wealth Management
ammanford, carmarthenshire, united kingdom
Employees:
2
Aled Wyn Work Experience Details
  • I Planning Wealth Management Ltd
    Director
    I Planning Wealth Management Ltd Apr 2014 - Present
    Ammanford
  • I Planning Wealth Management
    Independent Financial Adviser
    I Planning Wealth Management Dec 2011 - Present
    Ammanford
  • Independent Financial Advisors Ltd
    Paraplanner
    Independent Financial Advisors Ltd Jun 2009 - Dec 2011
    Ammanford
  • Stais Cyf
    Director
    Stais Cyf 2001 - 2005

Aled Wyn Skills

Retirement Planning Wealth Management Retirement Investments Pensions Inheritance Tax Planning Estate Planning Mortgage Marketing Finance Strategic Financial Planning Income Protection Investment Strategies Protection Wealth Mortgage Lending Financial Planning

Aled Wyn Education Details

Frequently Asked Questions about Aled Wyn

What company does Aled Wyn work for?

Aled Wyn works for I Planning Wealth Management Ltd

What is Aled Wyn's role at the current company?

Aled Wyn's current role is Independent Financial Adviser at I Planning Wealth Management.

What is Aled Wyn's email address?

Aled Wyn's email address is al****@****ect.com

What schools did Aled Wyn attend?

Aled Wyn attended University Of Wales, Aberystwyth, University Of Wales, Aberystwyth, University Of Wales, Aberystwyth.

What skills is Aled Wyn known for?

Aled Wyn has skills like Retirement Planning, Wealth Management, Retirement, Investments, Pensions, Inheritance Tax Planning, Estate Planning, Mortgage Marketing, Finance, Strategic Financial Planning, Income Protection, Investment Strategies.

Not the Aled Wyn you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.