We can advise you on
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Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Christopher Price MSWW; DipPFS
Owner/Sole Trader
Qualifications & Accreditations
Hide qualifications
H15 - Supervision and Sales (CII)
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Mark Palmer
Senior Financial Adviser
What our clients say
Chris provides independent advice and has helped me to re-structure my finances, take 7 years off my mortgage, realise my pension requirements and safeguard my business. He has put my my mind at rest.
So if you need financial advice , contact Chris Price !
Gaynor Williams, Barry
I would like to thank Chris for the help that he gave me and husband with my remortgage.
Chris helped us reduce our mortgage term by 10 years without paying a substantial amount more on our monthly repayment by getting us a much better interest rate that we had.
Chris also liaised with the mortgage company to ensure that they carried out an internal valuation instead of the very common drive up valuations.
Chris was very helpful and professional. I would have no hesitation in referring Chris to my business contacts, friends and family and I will also be using Chris in the future for other financial needs.
Thanks again Chris
Kelly Hancock, Newport
I have used Chris' services in a personal and business capacity and have been delighted with the results. Chris knows the market and thinks innovatively to come up with creative solutions to solve his client's problems.
He's efficient and of high integrity and you can use him or refer him on with the utmost confidence.
Rob Warlow, Dinas Powys
About us
As IFA's we advise on financial products available from all product providers using advanced computer software to research, compare and select the most suitable products and services currently available. This enables us to deliver financial solutions which maximise the potential benefits to you. We will review your current and projected financial situation leading to a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us - the first consultation is at our cost and will be without any initial charge or further obligation.
Our services
We will help you to have a clearer picture of your current position & to establish long term goals. We have consistent experience, an ability to make the right decisions for you giving you piece of mind and security for your family or business. We are friendly and genuine and our relationship is based on trust and reliability. Our ability to think outside the box means that we can often help clients when they didn't think we could. See the testimonial page of our website to read what clients think of our advice and service.
Compliance
The FSA and Treating Customers Fairly (TCF)
Through adopting the FSA principles we deliver an improved outcomes for our clients. The six consumer outcomes explain what is required from TCF for clients.
Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.
Outcome 5: Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.
Outcome 6: Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint
