We have plenty of secure free onsite car parking for clients and visitors. Being on the ground floor presents easy access for those less able bodied. Meetings are by appointment, and can be conducted in Welsh or English. Assets under management are in excess of £60M and duties of care are taken in each and every situation to ensure that this continues to grow. From individual pension and savings advice, general investment and taxation advice, to dealing with business directors and partners and their financial affairs, we have the technology to administer your portfolio and deliver your financial needs. Education is paramount and each and every member of staff has gained various CII and industry related qualifications with continuous professional development applied to all. Standing still in the financial services industry is not an option with examinations being undertaken annually. Simply put, with all the legislative changes being introduced, new rules have to be understood and qualified in order to advise compliantly.
