We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations. You will expect a superlative service from us, built on care and attention to detail, and you will appreciate the professional focus that is brought to your financial affairs. You will also be seeking a close working relationship with your financial adviser.
Services
Retirement planning/Pensions
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Does this sound like you?
You want to save for your retirement and need advice on how best to do it.
You are approaching retirement and you want to understand all your options before making a decision.
You want to draw an income, or access a lump sum from your pension funds.
You need advice on pensions and divorce.
Whatever your requirements, retirement planning and retirement income options are now increasingly complicated and we can help to cut through the jargon and the bewildering array of choices and options so that you make the right decision for your own individual situation.
You want to save for your retirement and need advice on how best to do it.
You are approaching retirement and you want to understand all your options before making a decision.
You want to draw an income, or access a lump sum from your pension funds.
You need advice on pensions and divorce.
Whatever your requirements, retirement planning and retirement income options are now increasingly complicated and we can help to cut through the jargon and the bewildering array of choices and options so that you make the right decision for your own individual situation.
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