Chartered IFA in Cardiff

I am an award-winning Chartered Financial Planner and IFA based in Cardiff, Glamorgan, with over 20 years of experience in providing financial advice on pensions, investments, protection, and Inheritance Tax planning. Holding more than 26 vocational qualifications, I have also earned the prestigious title of Fellow of the Personal Finance Society. In recognition of my expertise, the Personal Finance Society has additionally awarded me the titles of Retirement Planning Specialist and Later Life Specialist. It was during my pro bono work that I was able to benefit the local community by over £1.6 million, this I am incredibly proud of as it made a real difference to people’s lives. I was also honoured to be selected to attend the Welsh trade Mission to Shanghai and Hong Kong.

Bespoke Financial Advice Tailored to You

Everyone is different which is why I offer bespoke financial advice to each and every one of my clients. You can be assured that you will receive the highest quality advice possible, tailored to your own individual circumstances. This includes families, businesses and trustees. If your finances are already perfect, then there will be no charge.

There are various areas that I am an expert in, be it pensions, investments, tax planning and holistic financial planning. You may want a simple or complex solution to your financial needs; either way I will ensure that it is explained in a jargon free manner that you will understand and be confident in the work I will carry out for you.

As an independent adviser, I am regulated by the Financial Conduct Authority (FCA), which ensures I adhere to strict professional and ethical standards. This means my advice is always transparent, unbiased, and tailored to your best interests. With a clear pricing structure, you can use the Fee Calculator to estimate costs based on your needs.

For more details about my services and how I can help you secure your financial future, please visit my website. Here, you’ll find additional resources, insights, and ways to get in touch. I look forward to assisting you.

I offer financial advice to private and business clients in Cardiff and across South Wales including the surrounding areas;

• Lisvane
• Cyncoed
• Llanishen
• Penarth
• Caerphilly
• Pontypridd
• Newport
• Magor
• Bassaleg
• Cwmbran
• Cowbridge
• Swansea

Book a free consultation

If you’re looking for an experienced financial adviser in Cardiff, I offer a complimentary initial consultation, available face-to-face, by phone, or virtually. Get in touch today to see how I can help you achieve your financial goals.