We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations. You will expect a superlative service from us, built on care and attention to detail, and you will appreciate the professional focus that is brought to your financial affairs. You will also be seeking a close working relationship with your financial adviser.

Contact Details

  City Haverfordwest
  Postcode SA61 1SB
  Address Unit 6, Merlins Court, Winch Lane
  Phone Number 014 3776 9697

Products & Services

Retirement planning/Pensions

Does this sound like you?

You want to save for your retirement and need advice on how best to do it.
You are approaching retirement and you want to understand all your options before making a decision.
You want to draw an income, or access a lump sum from your pension funds.
You need advice on pensions and divorce.
Whatever your requirements, retirement planning and retirement income options are now increasingly complicated and we can help to cut through the jargon and the bewildering array of choices and options so that you make the right decision for your own individual situation.


Does this sound like you?

You have money on deposit that is earning very little interest. Can you do better?
You have existing investments (ISAs, Bonds, Pensions etc.) that are perhaps not doing very well and you want someone to look after them.
You need growth and/or income from your existing investments
You have received an inheritance or windfall and need advice on how to deal with it
Whatever your individual situation, we can:

Provide you with a clear picture of your options
Help you choose the right path
Look after your money
Give you peace of mind