Protect your family and your lifestyle in case of the unexpected
Looking to move home or reduce your current mortgage outlay?
We can help you plan by ensuring you have the best pension scheme possible now and at retirement
With so many choices, leave it to us to help make your money work harder for you.
We can support your business development plans with advice on growth, restructure and commercial lending
We are chartered financial planners, financial advisors, commercial finance and pension specialists based in Swansea, Llanelli, Neath, Bridgend, South Wales and West Wales.
We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. That's because we listen to them and provide financial recommendations they can trust.
We can give you specialist financial advice in many areas; we can help you with complex commercial financing and re-mortgages, pensions advice, equity release advice, investment advice and mortgage advice - as an individual, family or business anywhere in South Wales, offering you a lifetime of support as your needs change.
We believe that financial planning and wealth management is not just about money, nor is it just about numbers, it is about building long term relationships, listening to what is important then finding the right solutions. All underpinned by qualified, knowledgeable advice. Speak with one of our chartered financial advisers – we'll spend time understanding your objectives and circumstances, then provide financial advice that's relevant to you. This means delivering a suitable financial strategy for you - to achieve your goals, prepare for your retirement or plan for your family’s future. Bespoke, individual and tailored.
You can expect the highest quality of service from us. As chartered financial planners we have a professional commitment to raising standards of knowledge, capability and ethical practice.
Sometimes we have clients who require more than financial advice and we have developed working relationships with other professional advisers to help them achieve their financial objectives; we work in association with H.R. Harris and partners to provide professional accountancy and tax advice.
Please browse our website to find out about who we are and how our financial advisors and wealth managers in Swansea, Bridgened, South Wales can help you to build, manage and protect your wealth. We are happy to try to answer your questions, without any future obligation, so get in touch for an informal discussion.
Contact us for an initial meeting - without charge - we can run through a free financial health check and mortgage rate review with you. We always aim to provide real and consistent value for money - there are no hidden charges. We never forget that it is your hard earned money we are looking after.
It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.Christine, Swansea
My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.Teresa, Llanelli
Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.Rebecca and Darren, Swansea
Thank you for putting together an investment portfolio of cash, stocks, shares and property.Geff, Newport
Many thanks for your swift efforts with our mortgage Dan, you're a credit to your professionPiers, Taunton, September 2016
I had the best possible products tailored for me. I appreciate how much time you have saved me.Karen, London
Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.S & K Jones, Swansea
We were really impressed with the speed with which you processed the mortgage and the great rate of interest!Dani & Geoff, Stratford upon Avon
Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!Dr Brazier, Liverpool, Sept.2016
Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.Louise, Swansea
Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.James, Swansea
Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation