Mon - Fri: 9:00 - 17:00
3 Myrtle Grove, Sketty, Swansea
Independent Financial Advisers based in South Wales

Tax Planning.

"We ensure that what we do for our clients is tax efficient."
  • Trust Planning
  • Inheritance Tax- Planning
  • Personal & Corporate Tax Planning Strategies
  • Probate Services

Retirement planning

"Retirement Planning does not have to be complicated."
  • ‍Private and Corporate Pension Planning
  • Pensions and Divorce
  • New  Flexi Drawdown
  • Pre & Post Retirement Planning
  • Self Invested Personal Pensions (SIPP)
  • Small Self Administered Scheme (SSAS)

Wealth Management

"Our clients have worked hard to accumulate their wealth so we do not take unnecessary risks. "
  • Risk Assessment
  • Asset Allocation
  • Portfolio Construction
  • Portfolio Review
  • Onshore & Offshore Solutions
  • Discretionary Fund Management


"We advise that our clients protect the things they value most. "
  • Critical Illness Cover
  • Life Assurance
  • Income Replacement
  • Private Medical Insurance
  • Long Term Care Provision
  • Key Director Protection
  • Partnership Assurance
  • Group Life
  • Relevant Life Plans
We are sure we can help you.
Get in touch with us to discuss your interests.