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Red Dot App

Whether you are an existing client or looking to find out more about our services, download our brand new app for access to some exciting features which include financial calculators, tax tables and the latest financial news.

Existing clients can also upload all your financial documents to keep in one safe place which will allow you to access them easily in a safe and secure location.

Download our brand new Red Dot app

    Google Play Store for Android

    App Store for iPhone

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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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