We understand that there are many financial advisers you could choose to work with. If you’re looking for a fresh approach to growing, protecting, and building your wealth so you can achieve your life goals, we’re the planner for you.

We’re planners, not product advisers

You may approach us to advise on your pensions, but by looking at your entire situation and life goals, we’ll do more than tick the pension box. Instead, we’ll identify your future ambitions, and for the lifestyle you want now. Then we’ll develop a financial plan to help you to achieve those goals and overcome your challenges.

We’re fiercely independent

We’re completely independent and directly authorised by the Financial Conduct Authority (FCA). This means that we’re not tied to advising you on specific financial products, so you can be sure that whatever we recommend will be the best course of action for you to achieve your specific goals.

Putting you first

As financial planners, we put you and your goals first. That way, we discover your aspirations in life and put together a plan to get you there. That way, your finances can fully support your objectives. We’ll always put you before your money.

Our team

Our team are highly qualified and different. We’re forward thinking and progressive meaning the service you receive is unique. We’ll keep it simple, and look to build a long term relationship so you have a trusted planner for life.

We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.

Even better, we are the only Top Rated firm in Swansea and Newport.

Contact us

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