We are an experienced team primarily based in Llannon, Carmarthen with clients located throughout the UK.
We offer high quality, jargon free, independent financial advice service – specialising in pensions, investments, mortgages, life assurance and general taxation planning to individuals, companies and trusts.
We take a holistic approach to all our planning, taking account of your personal needs and hopes for the future and formulating a long term relationships.
As we are Independent Financial Advisors, we can offer our clients the best value by researching and seeking products and solutions from the whole marketplace of product providers.
Our team of advisers are highly qualified, and some are specialists with additional qualifications in pensions. We have a professional team that advise on Pension Transfers, to ensure you are not disadvantaged while making a big decision.
Our focus day to day is looking after our clients’ needs. We pride ourselves on the fact we have built up a reputation for offering a friendly, professional service to all our customers. Many of our clients have been with our advisers for over 38 years. The majority of our clients are everyday people, however some are even Lottery winners. A handful have been named in the Sunday Times Rich List.
Our advice is based on listening to your needs and objectives and then creating, with you, a comprehensive financial plan, to help reach your financial goals.
In addition, we always offer an ongoing review service to ensure that your financial plan remains on track.
Services we provide are: