David Gascoyne Financial Services Ltd
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.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Berthlwyd, Gwynfe, Llangadog, SA19 9RY
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.