David Gascoyne Financial Services Ltd

Independent Financial Adviser Berthlwyd, Gwynfe, Llangadog, SA19 9RY
FCA verified
12th November 2018
You'll get good advice at the right price and ongoing service, where required.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group life insurance
    • Group pensions
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Long term care
Meet our advisers
adviser-person
David Gascoyne Dip PFS
Managing Director
Where to find us

Berthlwyd, Gwynfe, Llangadog, SA19 9RY

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:

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.

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

David Gascoyne Financial Services is authorised and regulated by The Financial Services Authority. We can be found on the FSA Register under reference 574918.

We give independent advice, so not restricted in any way.

The cost of our advice will be agreed in advance before any client commitment is made. Our terms of business are available on request and will be given to all potential customers at the beginning of the advice process.

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 5.46 mi
HMC Holistic Ltd put its clients needs at the heart of everything we do.
 
Independent Financial Adviser 6.05 mi
Intentional, Innovative & Individual Financial Planning
 
Financial Adviser (Restricted Whole of Market) 10.97 mi
An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
 
Independent Financial Adviser 11.83 mi
A friendly local team that's able to meet the expectations of today's financial planning needs, covering mortgages, investments and helping