An IFA since 1999, I deal with all aspects of financial planning, but the largest part of my work relates to investments and pensions, especially for people around retirement age.
Most of my clients have been referred either by accountants, or by existing clients who know and respect me for the ethical and professional way that I work.
I am completely open about how much I will charge, but fees are agreed on a case by case basis. More details can be found at my website: <url hidden>
I put your best interests first, no matter who you are and what your financial circumstances are. I never overcharge and I make sure that you understand all the options available to you, so that you make an informed choice. I monitor the investments that I set up for my clients, be they ISAs, Pensions, Unit Trusts etc, and keep the client updated via meetings, letters and e-mails.
Berthlwyd, Gwynfe, Llangadog, SA19 9RY
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