Where does your financial future take you?

Top Rated Financial Services in South Wales

Let LUNA take care of the finances so you can achieve your dreams

Their services are aimed at individuals and families who require clear cost effective financial planning. Wherever you may find yourself in the financial planning life cycle, Luna has a dedicated team of experts that will always be on hand to plan and implement the right solutions to meet your current and future needs.

Whether this means helping you fund your retirement in the most tax effective way, protect you and your family against the worst happening, or just save for a rainy day, Luna will go to the moon and back to make sure each and every one of their clients gets the highest possible level of exceptional customer service.

LUNA Financial Planning Ltd profile

LUNA exceeded my expectations with the advice they provided me. they provide really excellent service to a very high professional standard.

Rhys

Cardiff

I can honestly say that luna’s service has been exemplary throughout the process and they could have not done anything better!

Steve

Caerphilly

How can we help?

Financial Planning

Managing your finances effectively can be a confusing business – we can help!

Mortgages

LUNA Financial Planning can introduce you to the most brilliant Mortgage Brokers in Cardiff, Swansea, Gloucester & across the UK.

Cash Flow Forecasting

We believe that this should be a standard practice of providing accurate & comprehensive advice

Financial Wellbeing

Financial wellbeing is that sense of security you feel when you have enough money to meet your needs.

See More Financial Services

At LUNA Financial planning we understand that providing a professional service to you and those you represent is one of the most crucial parts of your business.

Financial Resource Library

Divorce is a stressful time. Pension sharing isn’t always the first thing divorcing couples think of.

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The Importance of Budgeting

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The importance of making a budget is a financial lesson that cannot be overemphasized. If you and your family want financial security, following a budget is the only answer. If you're like most people, you probably aren't following expert financial advice by creating...

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4 Common Myths about Financial Advice

4 Common Myths about Financial Advice

Myth 1: Financial advice is only suitable for ‘rich’ people Reality: We work with customers with all levels of income and assets. As adviser’s our expertise and technical knowledge can bring value to those with more modest funds to invest. Advisers at LUNA...

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