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  • If you need a mortgage adviser or independent financial adviser in Cardiff or Swansea then we'd love to help YOU
     

  • ​We explain personal finance to you in a way that an eight-year-old can understand it
     

  • We are award-winning, fully independent and offer mortgages from the whole of the market, which means that we can get you the best deals

 


 

  • We can help you with:
     

  • Mortgages, Investments, Pensions, Life Insurance, Wills, Trusts, Equity Release
     

  • If you want to book a FREE discovery call to see how we can help, click the button below and one of our advisers will call you today

What Can We Do for You?

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The Financial Advice Process

THE INITIAL MEETING

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We meet with you at a time and place of your choice. We offer video conference meetings too if you prefer this. During the meeting, we complete a detailed evaluation of your current financial state and future expectations. We typically talk about:

 

What People Say...

Have More Questions?

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