We are an expanding independent financial advice firm based in Ammanford, Carmarthenshire.
Our advisers have over 50 years combined experience in the financial services industry and are committed to recognizing and maximizing the potential found in modern technology to provide the highest quality service. Examples of areas in which we can provide advice include
-Protecting yourself and your loved ones
-Savings & Investments
-Retirement Planning
-Estate Planning
-Mortgage Advice
25/12/2023
Well, that's it for 2023. We will reopen on the January 3rd. If there is a pressing need that can't wait then contact us on 01269 594263.
We look forward to seeing you some time in 2024. In the meantime, Nadolig Llawen a Blwyddyn Newydd Dda.
03/07/2023
And the earlier this is taught, learned, and applied the better.
01/03/2023
"Freedom Is being You without anyone's permission."
Dydd Gŵyl Dewi Hapus. Happy St David's Day.
09/01/2023
26/11/2022
Restoring the joy of giving and the excitement of receiving.
14/05/2022
The 'LONG' in this instance was around 2 yrs!
01/03/2022
The tradition continues. And pancake day also becomes a bank holiday this year!
29/11/2021
Just in case someone might find this useful! PDF available if you email us.
| Monday | 10am - 4pm |
| Tuesday | 10am - 4pm |
| Wednesday | 10am - 4pm |
| Thursday | 10am - 4pm |
| Friday | 9am - 4pm |