Our Promises to You

  1. To Ensure that you enjoy your working life and, more importantly, your Retirement without Financial worry.
  2. To Help you gain a much more fulfilling lifestyle and a clearer Financial perspective.
  3. To Listen to you intently, and so understand your personal values and objectives.
  4. To Coach you through the Financial Process.
  5. To Protect your hard-earned wealth and insure it is “ring-fenced” for your family
  6. To Help you navigate the complex Pension and Investment Options at the various crossroads in your life
  7. To Translate this complexity into a simple and clear path for you to follow.
  8. To Underpin this with Meticulous Planning.
  9. To Support this planning with equally careful record-keeping.
  10. To Help you to keep on track to achieve your objectives with regular reviews.
  11. To Give you confidence in making wise decisions using clear and simple information.
  12. To Deliver our services to you ‘On Time, Every Time, Exactly as Promised’.

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T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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