Financial Adviser Swansea
Our services…
Financial Adviser in Swansea & Surrounding Areas
What we do…
Savings & Investment Planning
- Investment Bonds
- Investments
- ISAs
- OEICs and Unit Trusts
- Multi-Manager and Fund of Funds
- Portfolio Planning
- Savings
- School Fees
- Structured Products
The value of investments can fall as well as rise, and you can get back less than you invested.
Retirement Planning
- Annuities
- Group Pensions
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SSAS
- SIPPs
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
Protecting Your Loved Ones
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Mortgage Protection
- Private Medical
- Business Protection
Tax Planning
- Inheritance Tax Planning
- Capital Gains Tax
- Tax Efficient Investments
- Tax Efficient Savings
- Tax Advice
Mortgages
- Whole of Market
- Independent mortgage advice
- Fixed Interest rates
- Discount Interest rates
- Prime Lending
- Sub Prime Lending
- Buy to Let
- Commercial Mortgages
- Equity Release.