We are an Independent Financial Adviser practice based in Neath who provide good quality Independent and Impartial Advice.
We specialise in investments, protection, and mortgage advice and offer our clients a personal and friendly service.
Free home visits welcome.
Our advice can be Fee or Commission Based.
We are a long established and respected office with over 24 years experience in the industry. Clients can be assured of continued support and advice which is fully professional and centered on client needs.
We are qualified to QCF Level 4 with a Diploma in Financial Planning, directly authorised and regulated by the Financial Services Authority, and offer full Independent Financial Advice on products from the whole market. Home visits welcome. Please phone to arrange a mutually convenient appointment to discuss your financial needs. Your home may be repossessed if you do not keep up repayments on a mortgage or any other dept secured on it.
This site is not associated with any of the companies you see on this site or any of the companies who make contact after you complete the form
Our intermediary activities are operated through Lead Point UK Ltd who is authorised and regulated by the Financial Services Authority (FSA No: 476785). Our Consumer Credit License is 0630670
We do not provide any financial advice relating to mortgages or other credit or Insurance products. The product information is obtained from independent sources and rates may vary depending on your circumstances. We provide our service free of charge but we sometimes receive commissions from IFA's, brokers and intermediaries for introducing you to them. These partners may charge you fees for their services and the amount may depend upon your circumstances.
The content of this site is meant to be informational, and it should not be considered financial advice.
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