Cyfri Cyfyngedig

Independent Financial Adviser  23 College Street, SA48 7DY
We can advise you on
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Gary Davies BSc (Hons)
Director
About us

We provide advice and planning for: Investments (e.g. ISA's, OEICS, Unit Trusts and Investment Bonds), Pensions (single and regular premiums), Savings, Life Insurance (e.g. Term, Whole of Life and Mortgage Protection), Critical Illness Cover, Income Protection, Long Term Care.
We specialise in tax efficient investment and retirement planning which includes inheritance tax planning and mitigation.

Where to find us
Head office address: 23 College Street, Lampeter, Ceredigion, SA48 7DY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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