Savvy Wealth Management

Independent Financial Adviser 1 Parc Bryn Derwen, Llanharan, Mid Glamorgan, Pontyclun, CF72 9TT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We are a team of award winning financial planners providing good honest advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Martin Beazer DipFA
Director
What our clients say
Gives sound financial advice based on actual performance statistics of an average of his client's investments. He has an informal presentation which makes for a relaxed feeling of wellbeing. Often FA's can be officious and inclined to be in a different world. He did not promise the earth but so far the results have been in line with expectations and after the FA and Investment Co annual percentage charges I should still well beat Cash ISA or Bond/Bank rates of interest. What could your adviser do better? Buy the cream cakes occasionally.
Steve, RCT
Martin has a very nice manner. He explains and easy to understand best options on my pensions and investments. Would highly recommend him. What could your adviser do better? No comment. Does his job very well.
Thomas, Pontypridd
As Director of the Easy Tech Company, a small business in Pontypridd, thanks to Martin and his company, Savvy Wealth Management, I have been able to help secure the financial future for me and my family. Through Martin’s range of simple and affordable services, I have a thorough understanding of what I can do to help plan for the future and my business using the range of tools and resources that Martin and his company are able to provide. To that end, I look forward to using Martin and his team as well as introducing his services to friends and family in the future. What could your adviser do better? As well as a physical monthly Newsletter, would be a massive benefit to have a weekly investment (email) digest Stephen Hewitt, Rhondda Cynon Taff
Stephen Hewitt, Pontypridd
Where to find us

1 Parc Bryn Derwen, Llanharan, Mid Glamorgan, Pontyclun, CF72 9TT

Make an enquiry
About us

We specialise in Investment, Retirement and estate planning, from the comfort of your own home, a nice relaxing coffee shop or our office based in Pontypridd town centre.

Our services

We treat each customer as an individual and take time to understand your goals and aspirations. We will give you a financial plan and detailed information on all your requirements. We encourage questions and ensure all our customers fully understand everything we do for them and any costs involved before proceeding.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000

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