I am an independent financial adviser in Swansea, with almost 20 years’ experience in the financial services industry and specialise in providing financial advice for investments, pensions, protection and mortgages.
My primary focus is always my client and I strive to build and maintain long and meaningful relationships with ongoing advice and empathy. I take the time to understand clients and their circumstances before making recommendations.
I have skills across all aspects of financial services, enabling me to give holistic, relevant and affordable, bespoke financial advice for my clients. I strive to maintain simplicity in a complicated world by ensuring my advice is simple to understand and meets the ongoing needs of my clients.
I provide a personalised independent financial advice service in Swansea and the surrounding areas, including but not limited to;
- Merthyr Tyfdil
If you are looking for a financial adviser in Swansea, please contact me to arrange your complimentary, no-fee, initial consultation.