I am an Independent Financial Adviser in Swansea. I specialise in providing financial advice for investments, pensions, protection and mortgages.

Having spent 15 years in the financial service industry in many different roles, supporting clients face to face and watching them achieve their financial goals inspired me to become a Financial Planner. 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

Regulated & Transparent Financial Advice in Bristol

As an independent adviser, I am regulated by the Financial Conduct Authority (FCA), ensuring that all advice is in your best interest. I also provide clear, transparent pricing and offer a Fee Calculator to help you understand potential costs.

Book a Free Consultation

If you’re looking for an experienced independent financial adviser in Swansea, I’m here to help. Get in touch today to book your free initial consultation and take control of your financial future.