Independent Financial Adviser
Atlantic House, Charnwood Park, Bridgend, SA14 6LL
First meeting at adviser's own cost
Live for today, plan for tomorrow.
I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
Needed to plan for retirement
Changed our ideas on conventional savings, analysed our attitudes to risk, and amended our savings accordingly.
Investments are performing to be on track for desired income and retirement date
Madeleine Davies, Swansea
I had worked for several different construction companies during my working life, but did not now know what my pension entitlements were, or how to go about finding out!
Laurence personally met my wife and I and explained how he could help. We gave Laurence the list of the companies we had worked for and the years that we worked for them. Several of them did not now exist ,or had been taken over by other companies. Laurence dealt with all of this. We gave him written consent to work on our behalf. He kept us constantly updated by emails as his weeks of searching and assessing was carried out.
Definitely. Laurence began working on our behalf in September 2018, and by March 2019 both my wife and I were able to retire with the retirement income we were both satisfied with. We were both 63 years of age on our retirement. Without Laurence’s professional expertise, I don’t believe we would have been able to achieve this.
I believe Laurence could have done very little better. With the complexity of combining a number of different pensions into “ one pension pot” perhaps trying to simplify how this works to achieve one monthly income would be of benefit.
Gareth Bevan, Ledbury
Needed advise on life cover.
Laurence gave me advise on the best cover that was suitable for me.yes
Yes I am very pleased with the outcome of Laurence advise.
Laurence has over the years been very thorough with his advise making sure that if I need more advise to contact him.
Barry Evans, Pontyberem
Retirement advise and Laurence came recommended, he
gave various options on pension adviceand covered all out objections
David Davies, Swansea
Poorly performing savings.
Showed us simply how investment can help improve your investments.
Only been investing for a short term and don’t expect results overnight.
Never had an financial advisor before but Laurence showed us and proved with graphs of recent results how investment really works and is the only way to make money
Frazer Williams, Porth Cawl
Getting very frustrated what to do about our pension.
Put our minds at ease and putting us on the right track
There is nothing he could of done better
Geraldine Thomas, Ammanford
To make a better return on my savings, as bank interests are so low. Giving me professional finanical advice on investing my money, in simple terminology, which made it easier for me to understand.
Not yet, as my investment has only been approximately 6 months.
Not having had a financial adviser previously, to compare, but Laurence has met all my needs with his finanicial advice
Susan Seale, Porth Cawl
Initially to manage and give advise on my private pension prior to retirement. I also wanted advise in regard of the pension law changes, tax free withdrawals and drawdown.
Laurence helped me by explaining the changes in the law and assessing my personal situation to determine the best option for me and my family. Following this advice I decided to change my pension to enable greater flexibility and security for my family. Laurence also gave me advice on how I could improve the income from other investments and savings.
Yes, I have a pension that gives greater access and control while providing the security and ability to flexibly manage risk and review. I also have a better understanding of other products that are available to me.
It is hard for me to think of anything. Laurence has provided me with all the information I need to make decisions and has spent a lot of time going through the detail providing supporting material to illustrate his explanations and is in regular contact to review my situation. He is always prompt to respond to any concern or query I may have.
James Lovett, Swindon
I have had various financial advisors, some good some bad! He worked for another Company and when he moved companies there was no decision to be made, I went with him.
He advised and explained clearly and in layman's terms, which is extremely helpful how my pension was performing and ways to improve the funds.
Yes, and still growing
Nothing, he does everything and more requested of him.
Andrew MacDougall, Newcastle Emlyn
Wealthmasters has been open since 2004 providing fully independent financial planning.
I am based in Carmarthenshire, I travel extensively within my role. We can meet in the office, parking on site or at your home, whichever is more convenient.
I am completely transparent
Awarded Final Salary pension transfer gold standard
Retirement Income specialist
Authorized and Regulated buy the FCA 536087
I am a Independent Chartered Financial Planner and a Fellow of the personal finance society, which is the highest level.
These qualifications give me technical knowledge to help people and businesses with their financial decisions.
I specialise in retirement planning I have the FCA pension transfer permissions to advice on final salary pension schemes (occupational/frozen) pensions, personal and workplace pensions.
Where to find us
Head office address: Atlantic House, Charnwood Park, Bridgend, SA14 6LL
I am a Chartered Financial Planner, which is the highest level of qualification for financial advisers. I am a Director of Niche IFA, a multi award winning firm of Chartered Financial Planners.
My goal professionally is to help clients identify, achieve and maintain their desired lifestyle through financial planning.
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