Restricted by product Derwen House, Ffordd Derwen, Rhyl, Denbighshire, LL18 2LS
Response rating
7.0 /10
FCA verified
11th November 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Stuart Bourne BA (Hons) Econ DipPFS CFP
David Beamish DipPFS Certs CII(MP & ER)
Sam Richards DipPFS
Wealth Planner
Kate Manifold BA (Hons) MA DipPFS
Wealth Planner
Meurig Hughes DipPFS
Wealth Planner
David Gibb BSc (Hons) DipPFS CFP
Employee Benefits Specialist
Chartered Financial Planner
Glyn Jones DipPFS
Wealth Planner
Chris Edwards DipPFS CFP
Wealth Planner
Certified Financial Planner
Trefor Owen-Jones FCIB FPFS
Wealth Planner
Chartered Financial Planner
Rory Stuart BA (Hons) DipPFS
Anna Williams BA (Hons) DipPFS
Wealth Planner
Colin Williams MIFS DipFA
Wealth Planner
Dafydd Roberts BSc (Hons) DipFA
Where to find us

Derwen House, Ffordd Derwen, Rhyl, Denbighshire, LL18 2LS

Make an enquiry
About us

Our UK business is part of a much bigger organisation, Sanlam Ltd, the AA- rated international financial group which has been improving people’s lives around the world for nearly 100 years and looking after over £60 billion of customer investments.

We look after people’s money; people like you; people who want their money treated with the respect and the care it deserves.

We’re in the business of wealth creation; planning, building, growing, protecting and passing it through the generations. And we hope we do it really well.

But it’s the way we do it that makes us different.
We’re not afraid of good, old fashioned hard work. We believe that nothing worthwhile can ever be hurried; that when there’s work to be done it’s worth doing properly.

Our role is turning our customer’s money into meaning, making every pound we care for work and work hard so that it can be transformed into something more, doing all that we can to help our customers live the best lives possible.

Past performance is no guarantee to future performance. The value of investments can fall as well as rise so you could get back less than you invest.

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