Independent Financial planner offering full holistic financial planning in the comfort of your own home or at our office. We offer a free initial consultation, when we will meet with you and listen to your objectives. Our Vision is your Goal!
We strive to offer good honest and professional advice at all times, and are committed to provide a first class level of customer service
Where to find us
Head office address: Venture Wales Ltd, Merthyr Tydfil Industrial Park, Pentrebach, Mid Glamorgan, CF48 4DR
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
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