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About you

Our goal is simple. To help you achieve yours.

Life can be busy, and financial planning can seem complex. When you partner with us, you’ll benefit from the peace of mind that we’re working towards achieving your goals – whatever they may be.

Approaching retirement

Whether you’re preparing to retire now, or in 10 years, financial guidance will benefit you, helping you put a plan in place for the future.

In retirement

Life doesn’t stop in retirement. We’ll ensure your potential anxieties are put aside so you can live the life you want to live in retirement.

Wealth builders

Getting financially organised can help you find peace of mind. We’ll find you alternative ways of saving for your long-term future.

Home buyers

Getting a mortgage is an exciting chapter in your life, whether it’s your first home or second. You’ll be assured knowing we’ll take care of everything for you.

Contact us

If you would like to chat, please complete the form and we will call you back.

    Newport

    01633 919091
    218 Stow Hill, Newport NP20 4HA

    Swansea

    01792 979 279
    County House, Beaufort Road, Plasmarl Industrial Estate, Swansea SA6 8JG