Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Investment Advice

There are lots of different ways to invest with us. We will work with you to understand what you are saving for, how much is required, and by when.

We specialise in ISAs (now called NISAs) and ISA transfers and work with clients across South Wales.

We will always seek to recommend the products which best suit your needs and can adapt to changes in the future - whether they are planned or not. 

You may wish to entrust the entire wealth management process to us, or, if you wish to make the investment decisions yourself, use our services and expertise to help you in your choices. 

Wealth management newsletter

What does the future look like for your wealth?

Our Guide to Investment Planning includes information on investment choice, spreading risk, wealth management and diversifying your portfolio to meet your future wealth needs.

We are able to offer you investment solutions at every stage of your wealth cycle -  as your family, life and financial situations evolve.

Please get in touch with us to discuss your wealth management requirements.

 

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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