Improvements in living and working conditions, tackling communicable disease, and technological advances in healthcare mean that people everywhere are living longer, with women living longer than men – wherever they live in the world.

However, whilst we may be living longer, we may not necessarily do so in good health. Indeed the chances are you will already know someone in your close family who requires long-term care. Careful planning is essential. Making sure your assets are properly protected and your wealth is preserved for future generations is more important now than ever.

Naturally your circumstances will change over time, as your business, family or indeed your wealth grows, the advice you will need will also change. Geldards specialist wealth management team has advised a diverse range of clients over many years which means your future will be in excellent hands.

Whilst no one client is the same, our approach is constant: we provide practical, jargon-free, constructive advice, tailored entirely to your personal needs.

We can help you with:


WHAT PEOPLE SAY

"Geldards is a very long-established firm in Cardiff and has always had a very good reputation. The firm's private client offering includes advice relating to trust administration, estate planning and other wealth preservation strategies"
Chambers & Partners: High Net Worth Directory 2020

"The team are extremely professional but friendly. They seem to balance it perfectly and are prepared to give advice and take a view"
Chambers & Partners: High Net Worth Directory 2020

"I've got no hesitation in recommending Geldards for the work that they do and I have done so in the past. I have no reservations at all and I am very, very pleased with the services they provide."
Chambers & Partners: High Net Worth Directory 2020

"I would unerringly go back to them for this work. I have not one complaint and I couldn't even think of anything. They have competence, confidence and they've been really helpful. One of the good things about them is that there's always somebody there and if you don't have someone, there's always somebody there to get back to me on the same day."
Chambers & Partners: High Net Worth Directory 2020


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PARTNER

Claire Johnson

CLAIRE JOHNSON

Partner, Cardiff

+44 (0)29 2039 1728
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Erica Thomson

ERICA THOMSON

Partner, Nottingham

+44 (0)115 983 3745
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David Williams

DAVID WILLIAMS

Chairman, Derby

+44 (0)115 983 3757
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