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.
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