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.

Retirement Income and Pension Planning 

It is never too soon to think about planning for a comfortable retirement. logo

We can work with you to develop a strategy to help you build up the funds you'll need to enjoy your retirement years to the full. Read our Guide to Retirement Planning here.    

We can give full advice on personal pensions, getting the best annuity rates, stakeholder pensions, self invested personal pensions (sipps), small self-adminstered schemes and equity release. 

Video: Money Advice Service

Pension Transfer Analysis Service

Most people during their career accumulate a number of different pension plans. Yet maintaining separate plans is often complicated - and may lead to lost investment opportunities, exposure to undue risk and higher costs. We can help you avoid these problems by completing a full analysis of your retirement needs and pension values.

Retirement Income & Annuities 

We will review your retirement funds and consider whether you could benefit from improved charges, access to more appropriate investment strategies and more simplified administration. We will review your immediate and ongoing income needs and explain what options are available to you. 

Find out more in our Guide to Retirement Planning here.

    

Tax treatment varies according to individual circumstances and is subject to change. 

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

Teresa, Llanelli

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

Louise, Swansea

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

Teresa, Llanelli

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

Karen, London

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

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

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

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

Maurice, Swansea, March 2017

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

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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