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    Insurance Services Wales Limited was established since 1996 and is a trusted Financial Adviser to Individuals and Business Owners.

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    We want to help you achieve your financial dreams.

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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money

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    Smart financial planning for a comfortable retirement.

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    Take control of your future with confidence.

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    Useful insights into the basics of taxation.

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    Protect your finances from an uncertain future.

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    Protecting your business makes good business sense.

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    A quick and essential guide to home loans.

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    Professional, plain English introduction to equity release.

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    It’s important to consider emergency funds, paying off (student) debts and starting investments between the ages of 18 to 30, which is part of financial planning services.

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Back
  • Home
  • About Us
    • Our Company
    • Our Team
    • TCF Policy
    • Privacy Notice
  • Services
    • Financial Planning
      • Introduction To Financial Planning
    • Savings & Investments
      • Introduction To Savings & Investments
      • Regular Saving Plans
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Pensions
      • Retirement Planning
      • Cash Equivalent Transfer Value (CETV)
      • Death Benefit Options
      • Restrictions on Pension Contributions
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Single Asset or Multi-manager Funds
      • Tax-efficient Venture Capital Trust (VCT)
      • Enterprise Investment Scheme (EIS)
      • Inheritance Tax
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
      • Landlord Insurance
      • Military Personnel
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy-to-let
      • Self Build Mortgages
      • Retirement Interest Only Mortgages
      • High-Value Mortgages
      • Second Properties
      • Self Employed Mortgages
      • Let-To-Buy Mortgages
      • Limited Company Lending
      • Holiday Let Mortgages
      • Bad Credit Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Life Stages
      • Foundation Stage: Ages 18-30
      • Mid-Life Stage: Ages 30-50
      • Pre-Retirement Stage: Ages 60-65
      • Retirement Stage: Ages 65+
      • Late Retirement Stage: Ages 80+
      • End of Life and Estate Planning Stage
  • Calculators
    • Stamp Duty
    • Equity Release
    • Mortgage Borrow
    • Overpayment
    • Mortgage Repayment
    • How Much Can I Borrow
    • How Much Will It Cost
    • Inheritance Tax
    • Investment
    • Pensions Shortfall
    • Relevant Life Policy
  • Useful Links
    • Research
    • Portfolio
    • Market Data
  • Newsletters
  • Contact Us
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01685 848950

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01685 848950
62 Brecon Road
Merthyr Tydfil
CF47 8NN

office@insuranceserviceswales.co.uk

    Insurance Services Wales Ltd is an appointed representative of Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

     

    Insurance Services Wales Ltd – Registered in England & Wales, No. 02989714. Registered address: 62 Brecon Road, Merthyr Tydfil, CF47 8NN.

     

    The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

     

    Approver Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited 26/03/2025

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