Who We Are

National expertise. Local presence.

Why talk to our Financial Advisors and Mortgage Specialists?

Few of us really have the time to understand the vast number of different investment, pension and mortgage products on the market. We are financial advisors in Swansea for all your financial planning needs, we have the time – it’s our job!

We will discuss your specific financial planning needs – and give you recommendations you can trust.

Our financial advice process makes sure you get the quality of advice you need.

That means – a fresh perspective. An honest approach. A committed team.

Top 100 Financial Advice Firms

We are proud to be part of Quilter Financial Planning – ranked in the top 100 Financial Advice firms in the Financial Time’s Top 100 Financial Adviser table.

FT Top 100 Financial Advisers 2023


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.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax and tax efficient investments. The first meeting is at our expense and without any obligation.

You can contact us via telephone, email, or use the contact form below: