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About us

My Hero

Our People

Founded in 2001, Red Dot are a team of advisers covering the whole of the UK. We welcome you to engage and reach out to our highly skilled team who can help with your personal and business finances by providing independent financial advice. Red Dot offers a wide range of services and are proud to support our wider communities with new and exciting programs, rewards and initiatives. 

Meet the people leading our teams…

Our Story

Founded in 2001, Red Dot is a firm of independent financial advisers specialising in providing advice on mortgages, pensions, investments, insurance and protection.

dyfed

Dyfed Lloyd-Jones

Director

andrew

Andrew Thomas

Director

rebecca

Rebecca McNeil

Business Development Manager

steph

Stephanie Jones

Business Strategic Manager

For more information and to see how we can help contact us on – hello@reddotgroup.co.uk


Don't take our word for it. Our clients speak for us.

  • Matthew Davies
    Protection Adviser

    The service I received this morning from a lovely man called Matthew Davies was fantastic it was a pleasure he certainly got me a better deal and was so professional throughout. He was very helpful and friendly, if all advisors were like him it would make the process easier and better thank you.

    M Clarke (December 2020)


  • Neil Lewis
    Mortgage Adviser

    Neil has been extremely helpful throughout the process of getting our mortgage. Nothing was ever too much trouble and Neil was always available to answer our questions even during the evening which was great as both myself and my partner work full time. Neil made everything very clear and simple to understand and made the process stress free. He constantly kept us informed and nothing was ever too much trouble. We had lots of questions and needed to work around different figures, but Neil was always on hand to ensure we got the best mortgage. He is professional and we would recommend him to anyone who was looking for an excellent mortgage advisor.

    Mr R Cleaves (December 2020)


  • Neil Lewis
    Mortgage Adviser

    Red Dot assisted me with a mortgage to buy my new home in Llanelli. Their Mortgage Advisor Neil Lewis who was responsible for providing me with the advice was professional, knowledgeable, and made the process seamless. Neil was always available to answer any questions I had and his knowledge on mortgages and the housing market was evident. I have recommended Neil to many of my friends & family and should I need any Mortgage, Protection or Equity Release services in the future, Neil will be top of the list.

    Colin Jones (December 2020)


  • Chris Rogers
    Protection Adviser

    After being called by various insurance companies, Chris called, and I’ll be honest I wasn’t sure he wasn’t just another of those callers. However, it soon became apparent that Chris was qualified to provide not only a professional view on what I needed but also on a human level. He understood my circumstances and was able to find me a great deal with all the cover I needed for my small family. I will absolutely be calling Chris when I’m ready to reassess the situation again. I feel confident that my family will be safe and secure if the unthinkable happens, all down to his professional advice.

    Kylie Waite (February 2021)


  • Chris Rogers
    Protection Adviser

    We are very happy with Chris, he done a great job. Explained everything clear so we can understand in very friendly way.

    Justyna Jakubik (February 2021)


  • David Spooner
    Protection Adviser

    David was so helpful and explained everything thoroughly for us. He understood my situation and went out of his way to find the right insurance for us. I can't thank him enough. Thanks David.

    S. Stuchfield & G. Stuchfield (March 21)

  • Matthew Davies
    Protection Adviser

    I was contacted via a phone call to review my Life Insurance. Matthew did not pressure me and listened to what I needed which was basically a few alterations due to my circumstances. We both agreed to change provider to enable me to get the best value for money. He helped me set up my trust and complete the details over the phone. This was all confirmed by e.mail and a written confirmation which I had requested. Matthew followed up a week later to check I had received my written copy.Also he cleared up a few questions I had. He was very polite and helpful during the whole process. I would definitely recommend him for a review! Thanks again Matthew!

    (April 2021)

My Hero

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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