Introduction
Since its formation the Practice has grown to cover the whole of Wales and now has Advisers in Barry, Bridgend, Cardiff, Cowbridge, Mid -Wales and Swansea, the latter being the main Administrative Headquarters for the Practice.
There are currently twelve FSA registered Advisers working for the Practice who have between them over 150 years of experience working in the Financial Services Industry.
The wealth of experience coupled with our independent status as Financial Advisers assures that we can offer advice on a wide range of products available from virtually all UK and Offshore Life, Pensions, Investment and Mortgage Companies.
As one would imagine the product range available from these companies is quite vast and choice between alternatives can sometimes be difficult. Our combined experience and independence as Financial Advisers ensures that our recommendations are structured and suitable to the individual's particular needs.
Only by ensuring that the financial advice we offer is directly relevant to our client's real needs in today's economic environment can we achieve our stated aim to help people achieve financial security and prosperity via the use of and investment in the appropriate products, through our services and expertise.
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