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.

The changing face of family wealth

In a year, not too far away, the multigenerational-retiree family will double in number. Analysis of ONS data highlights that these families, consisting of parents and their children in retirement, will total 1.2 million by 2039. Currently there are around 624,000 such families in the UK, nearly double the 1999 figure.

This massive shift in demographics will lead more families to spend their accumulated wealth, which will undoubtedly have a dramatic knock-on effect on the size of the inheritance they are able to leave when they die.

Value of advice

Traditionally, wealth has been passed from one generation to the next; however, this demographic shift further highlights the need for intergenerational wealth planning and how families can use their wealth more collaboratively to support each other during their lifetimes. Advice plays a vital role in navigating this complexity and planning to help ensure we all have sufficient funds to fulfil our retirement plans, whatever stage we’re at.

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.

What does the future look like for your wealth?

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

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

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

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

Karen, London

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

Dani & Geoff, Stratford upon Avon

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

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

James, Swansea

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

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

Geff, Newport

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

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

Maurice, Swansea, March 2017

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

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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