Canllaw

Independent Financial Adviser 36 Y Maes, Caernarfon, Gwynedd, LL55 2NN
FCA verified
20th August 2018
Advice and guidance on all aspects of your financial planning. Arweiniad Ariannol Annibynnol. Cymorth ar bob agwedd o gynllunio ariannol.
We can advise you on
    • Ethical investments
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Dylan Roberts AIFP
Director
Where to find us
About us

With over 20 years experience we firmly believe that financial advice has to be part of a clear, long term plan which is unique and personal to you. Your dreams and desires are very different to everyone else and deserve your own personal plan. Let us work with you to create your own, unique financial plan and enjoy life without financial worry. We can arrange advice on Final Salary Pension Schemes.
Gyda dros 20 mlynedd o brofiad credwn fod rhaid i gyngor ariannol fod yn rhan o gynllun clir a hir-dymor sydd yn unigryw a phersonol i chi. Mae eich breuddwydion a’ch dyheuadau yn wahanol iawn i bawb arall ac felly yn heuddu cynllun personol. Gadewch i ni weithio gyda chi i greu eich cynllun ariannol personnol ac unigryw a mwynhau bywyd heb ofid ariannol. Gallwn drefnu cyngor ar Gynlluniau Pensiwn Cyflog Terfynol.

Our services

We provide our clients with a service that allows them to:
*Be financially well organised
*Have peace of mind that their financial future is planned
*Be happy that their investments, savings and pensions are working hard for them
*Be confident they will receive guidance along the way.
Mae ein clientau yn derbyn gwasanaeth sydd yn eu galluogi i:
*Fod yn ariannol drefnus
*Fod a tawelwch meddwl bod eu dyfodol ariannol wedi ei gynllunio
*Fod yn hapus bod eu buddsoddiadau, cynilion a phensiynnau yn gweithio’n galed iddyn nhw
*Fod yn hyderus y byddant yn derbyn arweiniad ar hyd y ffordd

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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