Oval has been established for 7 years as a company in its own right. I have been an independent financial adviser for 15 years, gaining a wide range of experience. Prior to this I was a manager with Pearl Assurance.
We assess clients financial situation personally,on a case by case basis, to give everyone a suitable outcome to their financial planning needs. We look at all types of pension planning, including retirement income and tax advice.We also offer investment advice based on client's attitude to risk and tax position.We arrange suitable life assurance and income protection.We are always contactable directly.
Britannia House, Van Road, Caerphilly, Mid Glamorgan, CF83 3GG
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