Based in prestigious offices at Porthcawl, South Wales just a few miles from the M4 but with clients all over the UK and Overseas.
Advice tailored creatively to suit each individual or company.
Fees or commission, you decide after our initial FREE consultation.
The advice process is based initially on our fact finding and risk assessment of you to formulate what advice is necessary. Research is undertaken on your agreed requirements and various proposals will be presented to match your needs and approval. This would normally take two or more meetings according to the complexity of your requirements. In many cases there are no formal meetings required as business can be conducted by telephone, email and post and saves a carbon footprint especially with clients all over the UK.
Independent Financial Adviser & Managing Director
Independent Financial Adviser
Mortgages and Equity Release – Independent Financial Adviser
Head Of Administration
