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About us

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Our Story

"Our mission is to empower our clients throughout all their life stages, offering our services to individuals and businesses while also supporting children and young people to educate them about money management and financial life skills as they progress from school into further education and beyond."

Founded in 2001, Red Dot is a firm of independent financial advisers specialising in providing advice on mortgages, pensions, investments, insurance and protection. Whatever life stage you are at, we can help you by providing advice, support and guidance that's right for you.

Leading the way with our new community engagement programmes aimed at people of all ages, we provide free financial education to our wider community and education sector. We strongly believe in supporting our future generation with good financial awareness and opportunities to gain real life work skills, mentoring and placement opportunities by working with businesses and sporting ambassadors to inspire you for generations to come.

Offering a UK-wide service, the advice and services we provide are completely impartial. Which is why our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs. 

Why choose Red Dot?

Whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past, at Red Dot you are in good hands having been in business since 2001 and strongly rooted within our community and business network.

Finances can often be complex, but at Red Dot our clients appreciate our ability to make the financial advice process both simple and enjoyable through our community of Independent financial planning advisers.

meet the team

Our People

Meet the people behind Red Dot, we welcome you to engage and reach out to our team of highly skilled team who can help with independent financial advice and provide information on our services and community engagement initiatives.

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Charities & Clubs

At Red Dot, we strongly believe that businesses should do all we can to support our local charities and the individuals who make that community what it is.

Blue Light

blue light rewards

Supporting our blue light
workers with an exclusive reward scheme

Hywel Dda Health board

60 in september

Supporting our NHS as one of our charity partners
- See how we got active in September

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Contact us today

At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.

We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.

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