Our Service

A free initial consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free initial consultation, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.We then send you a written report detailing our recommendations. It is then up to you to decide if you wish to act on the advice given.

Rhys is available to meet you in person (he can visit you at home or at work), or if you would prefer it is possible to discuss your finances over the telephone.

Specialist advice

We are able to offer advice on all aspects of financial planning but offer specialist advice on:

Mortgages both commercial & domestic
Inheritance Tax planning
Construction & management of investment portfolios

For mortgages we can be paid by commission, or a fee of usually £250.00.
Your property may be repossessed if you do not keep up repayments on your mortgage.
Commercial mortgages are not regulated by the FSA or arranges via Sesame