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We build personal, lifelong relationships with our clients through professionalism, honesty and integrity. Our clients’ best interest is our main focus and we are proud of our professional record and strive for excellence in all that we do.
We worked with a firm of chartered accountants for a period of two years and helped them make the move to larger premises. We worked with a firm of chartered and certified accountants over a number of years providing holistic financial planning to the two directors of the firm.
Categories: Pensions, Commercial, Property
We provided a tailored IFA service to Mr Cross and advised him how to arrange his pension to make the most of his funds. We were contacted by Mr Cross in Jan 2013. He had been forced to give up work due to a heart condition and wished to discuss his retirement options.
Categories: Pensions, Retirement, Personal
We helped a local business owner expand her operation with the purchase of new premises. Our expert IFAs helped her access the money required. We were approached by Anne, who was looking to expand her cake business from its existing location in the South Wales Valleys to the heart of the capital city.
Categories: Pensions, Commercial, Lease
We helped Mr Miller arrange his pension to provide him with a comfortable annual income, whilst ensuring that his legacy lives on after he has gone.
Categories: Pensions, Retirement, Personal, Estate Planning
We provided Andrew Morris with a bespoke service which enabled him to fund the purchase of a new guest house.Andrew approached us looking for some advice in relation to buying a Guest House in Tenby for him and his long term partner Cheryl to run. Andrew had no funds available to acquire the business and had very little equity in the home.
Categories: Pensions, Commercial, Property