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

Why cash may not be king

Why cash may not be king

Why cash may not be king How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than...

read more
Setting financial goals

Setting financial goals

Setting financial goals Any goal, let alone financial, without a clear objective is nothing more than a pipe dream The New Year is a great time to make financial resolutions but, unfortunately, achieving financial goals isn’t quite that simple. Habits become ingrained...

read more
Filling the funding gap

Filling the funding gap

Filling the funding gap Bank of Mum and Dad is playing an ever-present role in the housing market Across the UK, parents, grandparents, family and friends have been reaching into their pockets to help young, hopeful buyers and even growing families to make their...

read more

Downloads

Esmart Money
June 2020.

Investment Insights.

Investment Diversification.

Life Insurance Protection.