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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


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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?

Below are the latest three articles from our knowledge centre. There are loads more articles in there, just type what you are looking for into the search bar below and we will dig out what we can from the archives.

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