Who are we?

We are a firm of professional financial advisers providing a range of advice services to individuals, businesses, pension scheme trustees and other professional firms.

We are ‘independent advisers’. This means we are not restricted in the range of advice we can provide or the financial product providers we can consider.

We are ‘holistic advisers’. This means we look at the whole of your circumstances before advising on any particular aspect. 

We are directly regulated by the financial services regulatory, the Financial Conduct Authority. You can find out more about our authorisation at the FCA website.

We specialise in dealing with complex and demanding technical advice.

We charge only for advice. Any related transactions you may require are included within that price.

Our charging tariff and service scope is designed to provide a quality service at a highly competitive price.

Our financial advisers are remunerated by fixed salaries without bonus or other incentives that could introduce conflict of interests to our advice.

We undertake critical technical functions such as investment research, paraplanning and regulatory compliance internally, as opposed to outsourcing to other firms.

Staff professional development is our highest priority and our training program is second to none.

We are based on the outskirts of a small village in South Wales, surrounded by stunning mountain views and countryside, far away from the hustle and bustle that city life brings. However, our offices are only 100 metres from a train station and we can be reached by car within 20 minutes of Cardiff.