Providing Wealth Management and private client advice to high net worth individuals.

As fully qualified Swansea and Port Talbot based financial advisers specialising in wealth management, we understand that no two clients are the same and that every single client has their own unique requirements. The challenge for us is to create a you a lifelong financial plan, taking into account savings and spending patterns, which will last you for the rest of your life.

Our Wealth Management services can provide the most suitable advice to you based upon the Whole of Market and as such we are not tied to the products of any one Company. Only after discussing your objectives will we research the UK market place on your behalf.

We have a range of adviser charges/fees which we will discuss with you and the first meeting is always without obligation or cost. Please contact us now to see how we can help services include financial strategy, tax strategy, retirement planning, estate planning, insurance, investments, and portfolio analysis.

Wealth management is a complex subject, setting strategies, deciphering the jargon, knowing how different financial products work, how products interact with each other and also the long term implications such as taxation and potential changes in legislation.

Ours is a personalised service that adopts a holistic approach by focusing on all aspects of your finances. We seek to establish long term client relationships and to provide a straight forward plain English wealth management service. We are focused toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals

Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of Wealth Management services across a wide range of financial products from the whole market.

Helping clients with Wealth creation and creating plus conserving wealth for our clients is one of our primary aims. This goes hand in hand with financial independence.

We value Honesty and this extends not only to our clients and employees, but also in the transparent way we deal with others. We use and operate systems that are simple in their concept and delivery. Financial planning should be a good experience, which is easy to understand by the consumer, not a confusing and jargon-filled nightmare. This means using the right method to deliver financial planning, which we believe for the vast majority of people is via face to face impartial and independent advice.

Our Coverage Services Area: Swansea, Cardiff, Bridgend, Port Talbot, South Wales, West Wales, Newport, Porthcawl, Mid Wales