David Gascoyne Financial Services Ltd

Independent Financial Adviser  Berthlwyd, Llangadog, SA19 9RY
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FCA authorised
Last authorised 26th July 2021
You'll get good advice at the right price and ongoing service, where required.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
Meet our advisers
MR David Gascoyne Dip PFS
Managing Director
About us

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>

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Berthlwyd, Gwynfe, Llangadog, SA19 9RY

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