We specialise in working with people living in South Wales and southern England. Typically, our clients are approaching retirement or business owners. We also work closely with solicitors and accountants to ensure you get the professional advice you need.
Are you approaching retirement?
Whether you are in your 40s, 50s or 60s, we’ll give you the confidence that you will be financially secure in the next phase of your life.
Are you a business owner?
We’ll ensure that your personal and business finances are aligned, to solve your current challenges and achieve your aspirations.
Are you a solicitor or an accountant?
We, therefore, work closely with our fellow professionals to ensure their clients get the holistic advice they need.
What our clients say
Mr Jones, Bishops Stortford, client of Gareth’s since 2011
Mr & Mrs Moreham, Newport, client of Gareth’s since 2016
Terry, Caerphilly, client of Gavin’s since 2016
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
What could they have done better?
Nothing to my knowledge
Kathryn, Risca, client of Gavin’s since 2015
Financial advice about transferring an occupational pension into a private pension.
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.