About us

Whether you're approaching retirement or buying your first home, we're a team you can trust to take care of everything.

We help people find true wealth

Based in Cardiff, we are a team of independent financial planners and mortgage advisers. With our wealth of experience, we’re a safe pair of hands for all your needs.

We focus on lifestyle financial planning, but more importantly, we focus on you. We take the time to truly understand your goals and dreams, building lasting relationships along the way. The most rewarding part? We get to see you achieve your goals and create a life you’ve always envisioned.

Totally independent

As an independent firm, we have the freedom to look at the whole of the market to find solutions that are right for your unique needs, with a guarantee of impartiality.

Goal focused

Everyone’s story is unique. So, understanding your journey and goals is where we begin. Getting this right is our priority before we move forward with anything else.

Fair fees

We believe good advice takes time. That’s why we offer a no-obligation initial chat, allowing you to see how we can add value. If you’d like to proceed , we’ll then outline our fees.