Financial advice for everyone
Receiving the right financial advice has never been more rewarding and you're just a few clicks away from experiencing that for yourself. To get started, please select the right financial advice for you from one of our specialist divisions below.
Experience a new level of service
As an employee-owned firm, we have a team that will go above and beyond to not only provide you with the highest quality independent financial advice, but ensure you also receive an outstanding service from start to finish.
Get independent advice
Independent financial advisers have access to the whole of the market. This means you'll receive advice that really is tailored to your situation, no matter what.
Pay a fixed fee
A fixed fee means your costs are fixed from day one. So you'll know exactly what you are paying for and how much it will cost you from the very beginning.
Receive a great service
A great service starts with a great team and because we are owned by our employees, you can guarantee we'll go above and beyond to provide you with a great service.
Start your journey today
Ready to get started? We'd love for you to get in touch with us and start your journey today. You can either contact us (opening hours 9am - 5pm Monday to Friday) or create a secure Portal account which will enable you to send us basic information to help speed up the initial process as well as access our business documents.
Our team is based in our head office in Newport, South Wales, right next to the Brynglas Tunnels. We also have a number of meeting spaces available in Llanelli, Cardiff, Bridgend, Bristol, Swindon, London and Cheshire.