Welcome to Planet 3 Wealth Limited, Independent Financial Advisers

We are an experienced team of financial advisers providing financial advice to individuals and businesses in Cardiff, Swansea and the surrounding areas.

Established in 2016, the team at Planet 3 Wealth Limited has many years’ experience providing practical financial planning advice to people, families and businesses.

We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

At Planet 3 Wealth Limited, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing in the local community.

Our Services

Contact Us:

Tel: Swansea Office Number: 01792 885330 / Cardiff Office Number02920 789962

Email: ask@planet3wealth.co.uk