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Why choose Red Dot?

Red Dot has been helping clients for over 20 years and our advisers offer a wealth of experience covering a wide range of financial services.

Our mission is to empower and help you plan and prepare with your financial future in mind. We can provide advice, guidance and support to individuals as well as businesses of all sizes. Our team of advisers are on hand to offer a wide range of solutions whatever your needs. With our brand-new education programmes and community lead initiatives, Red Dot are here to help whatever life stage you are at.

Our aim is to help everyone within our communities with planning for their financial futures. We believe in building long lasting relationships and delivering trusted advice tailored specifically to your needs.

We feel that planning for a comfortable financial future has many benefits. Red Dot can assist you in creating financial goals giving you focus and direction to help you achieve what is important to you, your family and business with the support of our expert financial advisers.

Our team believes in doing things differently. We offer advice and information to our clients through all aspects of financial solutions. We give our wider community the opportunity to learn key financial and life skills to help support their future aspirations, careers and life choices.

About us

why red dot

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 advisers.

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Our services

Here are a range of personal and business services we can offer.









Retirement Planning



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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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Education Programme

Our mission is to empower children and young people to learn about money management at school, and during their further education years. Our program will support and give guidance teaching financial life skills in a format that is easy to understand. It will be written to encourage further discussion in order to expand the individual’s knowledge base.



See how Red Dot rewards can help your local school, college or university



Providing financial awareness on all money matters and key life skills


virtual lessons

Doing this differently through a variety of interactive learning

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