I am an Independent Financial Adviser and I live in Bedwas near Caerphilly and I have long term clients from Cardiff to Carmarthen, Swansea, Newport and across all the South Wales Valleys. I have over 16 years’ experience in Financial Services and I am a proud member of the Personal Finance Society (PFS).
I provide a reassuring and comprehensive service to my clients, by firstly understanding my client’s needs and aspirations and then build a long term relationship that aims to preserve and grow their wealth by providing a yearly on-going review service.
My areas of specialism are Independent Investment planning, Pensions, Wills and Estate Planning, Insurance , Inheritance Tax planning, Workplace Pensions and Business protection. I put my clients at the heart of everything I do so I can ensure an unbiased whole of market service that truly is Independent.
I believe that good old fashioned values still stand in a modern society and that by providing a face to face bespoke service will ensure that this service will stand the test of time.
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