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  11. Seymour Financial

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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Defined benefit
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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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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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Income protection insurance
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Life insurance
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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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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Felicita Wallace MA (Oxon) ACSI
IFA & Financial Coach

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
"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
"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
"Very competent, didn't mind my silly questions! Excellent"
JH, High Wycombe
About us

Thank you for visiting our page.

We are an independent wealth advisory firm that delivers clear tailored solutions in a relaxed and professional manner.

We are a trading style of a Wealthmasters based in Wales, but our office is near Market Harborough, with a satellite office in Guernsey.

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 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.

Fliss is also a Financial Coach as well as an adviser, allowing her to work with you on your relationship with money, your money habits, blocks & values. We find this produces more personal and successful solutions for clients far more likely to work in practice, not just on the page!

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.

Where to find us
Head office address: Atlantic House, Charnwood Park,, Waterton, Bridgend, CF31 3PL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
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 27th June 2022

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