Wealth Management

About us

Our Independent Financial Advisor business was established in June of 2013 and has two offices in Bath and Cardiff. We like to think that we are a responsive, friendly and approachable team of financial experts who always do our very best for our clients.

Our aim is to provide a first class service with sound financial advice and support to all our clients. We will always take into account your personal, financial and professional circumstances, and where appropriate we will research the whole of market to find the best plans to suit your circumstances.

Our business has Chartered status which enables us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. It also tells our customers that they can expect the highest quality of service.

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