Passionate about financial planning.

Personalised. Clear and uncomplicated advice

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Our Services

From mortgage advice to retirement planning, our range of services helps to make sure your money works harder for you. Both now and in the future.


Your ambitions come first

Your financial challenges, goals and ambitions are unique to you. To make real headway on your finances, you need clear advice that’s built around you as an individual. That’s what we believe. And it’s an approach that allows our clients to make informed, confident decisions about their financial future. Would you like to do the same?


Your experience with us

Very clear and concise and took into account my needs and lack of understanding! Very helpful, kind and patient.


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Take the first step in controlling your financial future. One of our friendly team will call at a time convenient to you.

Our team of advisors

Our highly skilled team work together to provide you with the best outcomes.

Full Team

Dai Edwards

Chartered Financial Planner

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Kevin Gaskell

Financial Planner

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