147 St Helen's Road, Swansea, SA1 4DE
We are a firm of Professionally Qualified Independent Financial Advisers based in Cowbridge and Swansea. We aim to provide you with the best advice, the best service and the best information on pensions, investments, mortgages and protection. We offer face to face financial advice to private clients, small to medium enterprises and trustees.
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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.