Our role is to:

• Assist you to understand clearly your current financial situation.
• Work with you to identify you financial goals.
• Put a financial plan in place to help you move towards those goals, and to implement, monitor and revise the plan over time.
• Act as your financial planner to help you stay on track and to manage and grow your wealth.

Our hallmark is the close relationship we have with our clients, for whom we plan, advise, manage and liaise seamlessly across the boundaries of other disciplines and service arenas.

The concentration we place on the detailed understanding of our clients' needs is complemented by our thorough research and understanding of the financial markets. We also have a sensitive feel for the investiment climate and a fully independent knowledge of products available with no hidden links, allegiances or commissions. We meet our clients in our offices in South Wales, in London or other major cities.

True Independance

We chose many years ago to work on a fee rather a commission basis to ensure that our interests are totally aligned with that of our clients. Detailed Financial Planning is about far more than products. Often the most appropriate advice we provide may be to close or surrender an exsisting financial product rather than implementing a new one.

Award Winning Team

The team believe in staying ahead and so get involved in speaking at conferences, writing articles for the financial press, and broadcasting for the BBC. We also keep up to date by sitting any new technical exam papers that become available and entering financial planning competitions to compare ourselves to our competitors.

Recent awards won include: Woman IFA of the Year, Investment Adviser of the Year, Pension Planner of the Year and we won the regional title for the New Model Adviser of the Year for 2007.

We provide cost-effective solutions sensitive to our clients' total needs, longer-term goals and to the tax and investment environment.