David Gascoyne Financial Services Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group life insurance
- Group pensions
- Group protection
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Mortgages
- 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
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Long term care
- Long term care
Berthlwyd, Gwynfe, Llangadog, SA19 9RY
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:
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.
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