We are a independent financial planning firm.


Offering unbiased, tailored, and concise advice for individuals and businesses.


What we offer

Full list of services.

Your Retirement Income

  • Pension Review
  • Pension planning for individuals
  • Pension planning for business owners

Making the most of your money.

  • Savings and Investment
  • Finance and Mortgages
  • Inheritance tax planning and review
  • Trust, and generational Estate planning.

Families : providing peace of mind.

  • Life insurance
  • Critical illness
  • Sick pay and permanent health insurance
  • Private medical cover
  • Financial advice to families


Businesses : providing peace of mind.

  • Life insurance
  • Critical illness
  • Sick pay and permanent health insurance
  • Private medical cover
  • Advice to business owners and directors
  • Key person and relevant life, shareholder/ partnership protection
  • Auto enrolment advice
  • Sipps and Ssas.

Free no obligation financial surgeries


Free Surgeries

Ask us about our 20 minute free no obligation discovery surgeries, book your slot now. We will discuss with you and answer any of you financial questions on the subjects on hand.

Why wait? Book an appointment now! 01446 502400

F1 Gwent House, East Street, Llantwit Major, Vale of Glamorgan, CF61 1YF