We are a firm of qualified Independent Financial Advisers based in South Wales, Servicing all of Wales, and parts of England. We aim to provide you with the best advice, best service and best information on pensions, investments, mortgages and protection. We offer independent, face to face financial advice to both private clients and small to medium businesses. Feel free to contact us to arrange a free consultation visit.
We offer financial planning advice around your goals, following a number of careful steps to help you have a full picture of where you are financially now, and steps we need to take to reach your personal goals.
The Steps we take, are gathering your financial information, setting goals and examining your current financial status, which then we able to come up with a financial solution that works for you and enables you to reach your financial goals, should that be retirement or buying your first home.
We are independent advisers, we are passionate about helping our clients reach their personal goals, and dealing with their financial affairs.
Our clients can expect us to help them in all areas of financial needs, we aim to provide top quality advice in the areas of pensions, investments, wealth management, mortgages, and protection and inheritance taxation.
We are keen for our clients to understand the process, putting them at ease and taking the stress out of such complex situations.
We are based in South Wales, working out of the Swansea office, but we service clients all-round the UK but predominately the south Wales area. We take great pride in always meeting our client face to face in their comfort of their own home and environment.
We are available by telephone and email.
Call the office - 01792 721 221
e-mail - firstname.lastname@example.org
Office address - 11 Clare Court,