We are a small financial consultancy based in Pembrokeshire, West Wales specialising in retirement planning and the management of investment portfolios.
We excel in building long term relationships with those clients who need our help in these areas, and we work best with people who are at, or close to, retirement.
Our knowledge, expertise and qualifications enable us to deliver quality independent financial advice that is impartial, unbiased and objective.
Please browse our website to find out more about who we are, or just say hello.
We do two things well – retirement planning and investment management.
This is what we concentrate on, and we aim for excellence in these specific areas.
We work best with those clients who need advice on their pension plans, want to organise a retirement income or just need someone to help them look after their money.