Seymour Financial

Independent Financial Adviser  Atlantic House, Charnwood Park,, Bridgend, CF31 3PL
First meeting at adviser's own cost
Understanding what a client needs or wants, both now and in the future is at the core of our business; and being independent allows us to consider all strategies and product providers, so our solutions deliver results.
We can advise you on
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Annuity purchase
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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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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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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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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Corporate pension
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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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Long term care
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Felicita Wallace

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

What our clients say
"Professional, Reassuring, Accurate, Responsive"
CB, Southampton
"Very competent, didn't mind my silly questions! Excellent"
JH, High Wycombe
"Simple and straightforward, without complications. All the representatives were professional at all times. You can never be 100% perfect, but in this case, it was pretty close"
SL, Scotland
"With all this side of things being so alien to be, Fliss explained it all so well and broke it down so I understood"
CS, Stockport
About us

Seymour Financial is an independent wealth advisory firm which offers clear tailored solutions to our clients in a relaxed and professional manner. We are a National firm with a Head Office in Wales, and satellite offices in Haywards Heath, Market Harborough and Barnsley.

The Seymour Advisory team is headed up by Fliss Wallace, based in the Market Harborough branch but with a client base over the UK. With a background in property tax structuring and dealing with High Net Worth Clients internationally prior to working in Financial Services, Fliss has a broad knowledge and depth of understanding across the topics of wealth generation, wealth preservation, tax efficient investments and retirement planning. She operates a "no jargon" approach with clients to ensure that they fully understand every aspect of advice given.

Our testimonials really speak for themselves!

Our services

Clients are never too small or too wealthy but as a firm we specialise in retirement, investment and wealth protection for UK and International clients living in the UK.
As a trading style of Wealthmasters Financial Management Limited, we are also members of the PFS Gold Standard in relation to Pension Transfers.

Where to find us
Head office address: Atlantic House, Charnwood Park,, Waterton, Bridgend, CF31 3PL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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