Financial Adviser in Swansea

Accumalation Planning, IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning

Andrew Thomas

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Swansea

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I am a Financial Adviser at Truly Independent. I specialise in providing financial advice for investments, pensions, protection and mortgages.

Being a Bank Manager for 15 years has inspired me to pursue a career in Financial Advice. My passion is building and maintaining relationships and helping new and existing clients.

My experience has taught me a person’s financial decisions are very likely to influence their entire future. I am passionate about taking responsibility for this and helping my clients.

I strive to be part of all major life events for my clients, celebrating as they achieve their life goals while evading life’s unexpected curve balls. Future-proofing their finances and creating a better financial future.

I provide financial advice in Swansea and throughout Wales, including but not limited to;

  • Swansea
  • Llanelli
  • Carmarthan
  • Haverfordwest/St Davids
  • Neath & Port Talbot
  • Bridegend
  • Porthcawl
  • Maesteg
  • Aberdare
  • Merthyr Tydfill
  • Caerphilly
  • Cardiff

I offer a free, no obligation, initial consultation. Book yours today.