Who we are...

We’re an experienced team providing in-depth financial advice in Llandeilo and the local area, to find out more, get in touch.

How we can help...

Financial planning isn’t just about buying a product or a policy; it’s about making the right choices for your money and your future.

Want to know more...

If you need help making your financial goals a reality, we’re here to help. Clients find us knowledgeable, approachable and friendly.

Welcome

If you’re looking for independent financial advice, and would like to work with an adviser who is highly knowledgeable, experienced, friendly and approachable, someone who can help you successfully navigate the often-confusing world of financial services, we can help.

Our Services

  • General Insurance

    If you're looking to insure your home and its contents, or you simply want to know if your existing policy is still the best one for you, we're here and ready to help you...
  • Mortgages

    There are many different types of mortgage available, from standard repayment mortgages to mortgages which come with added extras like cash back or free valuations...
  • Pensions

    Right now, retirement might seem a very long way off, but it’s never too early to think about your pension. Ideally, we should all start planning for it from the day we start work...
  • Protection

    Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident and were unable to work...
  • Savings and Investments

    With interest rates currently low, being a keen saver isn’t on its own likely to be enough to secure your financial future. If you were to put all your money into a savings account...
  • Trusts and IHT

    With property prices having risen over the last few years, you don’t have to be hugely wealthy to be affected by Inheritance Tax (IHT). More families are calculating the value of their estates...
  • Retirement and later-life planning

    The good news is that we’re all living longer, which means that those reaching 65 today might easily expect to spend around 20 years in retirement. However, if you’re hoping to enjoy your later years...
  • Contact Us