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.
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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