County Financial Consultants

Independent Financial Adviser Seaview, Cambrian Terrace, Saundersfoot, Pembrokeshire, SA69 9ER
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We're a Pembrokeshire, South Wales based company, priding ourselves on delivering a professional, efficient & affordable service to our clients.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • ISAs
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Dennis Lee Morgan
Director & Independent Financial Adviser
Ian Poole
Director & Independent Financial Adviser
Steve Phillips
Independent Financial Adviser
Paul Sage
Independent Financial Adviser
Where to find us

Seaview, Cambrian Terrace, Saundersfoot, Pembrokeshire, SA69 9ER

Contact us
About us

County Financial Consultants was established in 2005 and is run by two directors Ian Poole & Lee Morgan, both with a vast experience in the Financial Services industry.

Our team offer a friendly welcome to enable you to feel comfortable discussing your financial situation. We’re committed to a continuing process of obtaining the very latest professional qualifications to ensure any advice provided is of the highest calibre, is fully independent and that we will only recommend products that are truly in your best interests.

If you would like to arrange an appointment either in the comfort of your own home or at our office in Saundersfoot, please don’t hesitate to contact us.

Our services

We offer expert financial advice and have advisers holding the CeRER qualification to enable them to advise on Equity Release and Lifetime Mortgages.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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