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  11. Savvy Wealth Management

Savvy Wealth Management

Independent Financial Adviser  1 Parc Bryn Derwen, Mid Glamorgan, CF72 9TT
First meeting at adviser's own cost
We are a team of award winning financial planners providing good honest advice.
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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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group risk
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR Martin Beazer DipFA
Director

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
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
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
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
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.

Where to find us
Head office address: 1 Parc Bryn Derwen, Llanharan, Mid Glamorgan, CF72 9TT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022

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