To begin at the beginning — we're a friendly and approachable team of highly-experienced Independent Financial Advisers based in the picturesque Welsh town of Llandeilo and also in the vibrant city of Swansea, with a network of appointed representatives across South Wales and South West England.

Being independent has a number of benefits for our clients. We're not affiliated with or tied to any particular lender or product provider, so we have the freedom to go out into the market place to find the best financial products and services to meet your specific needs. If you're looking for high-quality, comprehensive financial advice, you'll find we're definitely on the same page.

Our approach is simple and straightforward. You tell us what you your financial hopes, aspirations and goals are. We listen. We then reflect on what've we've learned and present you with a financial strategy to meet your requirements, one that's tailored specifically to you, your family or your business. We're totally client-centric, and take our responsibilities under the Financial Services Authority's "Treating Customers Fairly" initiative very seriously.

So, if you're looking for independent financial advice, you've come to the right place. We've included more details of how we work and what we do on this site, but if you'd like to give us a call, we'll be happy to tell you more about how we can help make your financial goals a reality.