GW Financial
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Financial planning
- Wealth management
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Insurance & protection
- Buildings and contents
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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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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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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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
127 Crymlyn Parc, Skewen, Neath, County Borough of Neath & Port Talbot, SA10 6EF
With over 17 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality independent financial advice to individuals, families and businesses on an impartial basis. I can help in the areas of pension planning, to ensure your existing pensions are in the right places, savings, investments, ISA reviews, life insurance, critical illness cover, income protection and inheritance tax planning. The initial meeting is always without cost so please feel free to contact me for an initial chat and to arrange a meeting at a time and place to suit you.
With many years of experience helping customers through all financial environments I provide high quality, independent financial advice to individuals & families. My aim is to build long lasting relationships based on excellent service and mutual trust. With regular reviews I am able to ensure that clients' financial plans remain on track to meet their goals no matter what the financial climate. . New enquiries always welcome, please call me on Alternatively email me at
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