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

Wealth management newsletter

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

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. 

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

What does the future look like for your wealth?

The starting point for investors is very different now compared to the start of 2019. As we look ahead to what the coming year might hold for investors, it’s worth reflecting how different our starting point is to twelve months ago. Outlook 2020: a familiar quandry looks at some of the market conditions which may impact this year.

Guide to investment services

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

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

Investments may fall as well as rise in value and you may not get back what you put in.

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

Karen, London

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

Teresa, Llanelli

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

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 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

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

Karen, London

My mortgage needs were not simple to deal with, but Dan’s knowledge and experience really shone through. He was professional in his dealings with me and explained everything to me in a clear and concise way, ensuring I fully understood the mortgage product I purchased.

P Davies,September 2019

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

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

Louise, Swansea

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

Geff, Newport

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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