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Independent Financial Adviser  7 George Street, Newport, NP11 7ES
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FCA authorised
Last authorised 7th June 2021
Chartered Financial Planners specialising in Pensions and Investments including Pension Release offering personalised and friendly financial advice. Free initial meeting
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 commercial property
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Buying first home
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Buying overseas
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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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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Ray Adams APFS, Certs CII (MP & ER)
Chartered Financial Planner
MR Thomas Roberts DipPFS Cert CII (MP)
Independent Financial Adviser
MR Matthew Wiltshire BSc. DipPFS Cert CII (MP)
Independent Financial Adviser
About us

We are Chartered Financial Planners who provide tailored financial advice in all areas. All costs are discussed at the initial meeting which is free of charge and without obligation.
We are pension and investment specialists and can also provide equity release and long term care advice.

Our services

We are pension and investment specialists with a wealth of experience in dealing with a range of pension and investment related issues. We are specialists in Defined Benefit/Final Salary pensions and Pension Consolidation. We provide advice in areas other advisers simply aren't qualified to do so. We are Independent and offer advice in ALL areas of Financial Planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

7 George Street, Cwmcarn, Newport, NP11 7ES

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Working together so that you feel better informed, confident and empowered for your financial future