Live for today. Plan for tomorrow.

We work with you to set meaningful goals, empowering you to define financial success on your own terms, and helping you to achieve what’s most important to you.

How we work

We help you to establish meaningful goals, empower you to define what financial success means to you and help you to achieve what’s important in your life. Firstly we meet with you to listen, structure and implement your personal financial plan, then we provide ongoing support where we review, with you, the progress of your plan to ensure you remain on track.

Who we are

We are a firm of enthusiastic financial planners, based in South Wales, who are simply passionate about what we do. With many years’ experience, our clients are at the centre of every part of the process. Listening attentively, understanding what is important, and simply taking the time to structure a financial plan, that is built on solid foundations, are what makes us different.

Industry News

£32 billion hole in UK savings pots

£32 billion hole in UK savings pots

Rise in living costs forcing many people to dip into their financial reservesThe average cost of housing, food, and energy bills have increased by nearly £500 per month as of September last year compared to August 2022, according to statistics regarding the cost of...

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Treasure trove

Treasure trove

£26.6 billion in forgotten pensionsDid you know as many as 1 in 20 people could have a pension they didn’t think they had? Could that be you? It’s estimated £26.6 billion is currently trapped in forgotten pensions, averaging about £9,500 each[1]. With most individuals...

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The power of prevention

The power of prevention

An effective financial plan acts as your protective shieldIn the realm of financial well-being, an old adage rings particularly true: ‘Prevention is better than cure.’ An effective financial plan acts as your protective shield, specially designed to weather any...

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Downloads

Esmart Money
September 2022.

Maximising Pension Savings

Wealth
Creation

Family
Protection