DNA Wealth Ltd
DNA Wealth is a small but highly conscientious firm of Independent Financial Advisers based in South Wales, providing advice throughout Wales and south of England and beyond. We are committed to offering all our clients the highest quality of advice to help them achieve their financial goals.
By working closely with you to ensure we really understand what is important to you, we aim to provide personally tailored solutions to meet your needs. Such an approach to planning takes time and commitment, something larger organizations struggle to provide.
We strongly believe in building and maintaining long-term relationships with our clients by understanding their needs, beliefs and requirements and in doing so help them to achieve their financial aspirations. Our particular area of expertise is in Wealth Management, Pension / Retirement and Tax Planning. We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your journey through life.
We are committed Independent Financial Advisers and as such, we are able to offer extensive Advice across the whole of the market.
Neil Jaundrell AWPETR, DipPFS, BSc
Director, Independent Financial Adviser
T: 01443 803670
Neil has over 30 years of experience in Financial Services; having worked as a Financial Adviser in the UK and Overseas. He specialises in Pensions (including Defined Benefit / Final Salary schemes), Wealth Management and Tax Planning.
Neil holds the Advanced Diploma (Level 6) in Pension Transfers and is authorised to advise on Defined Benefit / Final Salary Scheme transfers. Neil also holds the Advanced Diploma (Level 6) in Taxation, Trusts and Tax Compliance along with the Diploma in Financial Planning (level 4) and the Award in Long Term Care Planning and has a vast experience of the Investment Markets in the UK.
Neil is valued and respected by his clients for his high service ethics which is complimentary to his focus on managing his clients wealth and tax planning.
The Times - included as one of their “top rated advisers”
Neil is proud to announce that he was included in their list of top rated financial advisers » in 2019.
T: 01443 803670
Maria Miggiano has been with us since inception and is a highly valued member of the leadership team providing support to advisers whilst managing clients administration.