Established in 2005, Dragon Financial Planning Ltd is an independent firm of Chartered Financial Planners located in Cardiff. The company is dedicated to helping individuals, business owners, and trustees achieve their financial goals through comprehensive and personalized financial planning services. As a Chartered firm, they adhere to a high ethical code and standards of professionalism, focusing on long-term client relationships and providing advice across areas such as investments, pensions, retirement planning, and inheritance tax planning.

Founded in

United Kingdom