Bridgewood IFA
I have over 14 years experience in giving advice to both business and personal clients throughout South Wales.
I feel the most important thing is to understand the needs of you, your family and your business. I am looking to build relationships, by us getting to know each other. I want you to trust, that I will be there for you whenever you need me, and I will always have your interests at heart.
I specialise in retirement, investment, inheritance tax planning and protection. I offer face to face meetings either at your home or place of business.
I have a wide breadth of knowledge of retirement planning including pension transfers and switches, investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning, plus protection advice for individuals.
I believe in placing my clients at the centre of everything I do and this is achieved by providing an exceptional service and building professional relationships based on trust and integrity. I provide truly independent financial advice from the whole of market, on a bespoke, individual basis.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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