Our independent status compliments our approach to financial planning. As an independent firm, we are able to recommend products and providers from the whole of the market. This freedom means that you can rest assured that we will never simply sell you a product. Instead, our recommendations are careful, considered and custom-made for your individual circumstances.

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Our clients usually live and work within the local area. We are a local firm based in Barry, on your doorstep, whenever you need guidance.