10 Cadwgan Road, Craig-Cefn-Parc, West Glamorgan, Swansea, SA6 5TDMake an enquiry
We offer a friendly and affordable advice service. I have over 25 years of financial services industry experience, specialising in Retirement Planning and Pension advice together with Investment planning and Protection solutions.
We offer an initial meeting at your home or place of work, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and priorities, We will explain the services I provide and the positive outcomes you can expect from working together.
I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you.
I believe that as a Wealth Management Partner I am able to fulfil your needs with access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident.
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