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

Investing for positive change

Investing for positive change

More investors align investments with personal valuesOver the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of investing – also known as...

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Solving investor challenges

Solving investor challenges

How to take less risk when investingThere are a number of strategies that individual investors can use to take less risk when investing. Diversification is one approach that can help to mitigate the effects of volatility in any one particular asset class....

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Preparing your finances for retirement

Preparing your finances for retirement

Could market volatility and inflation mean you have to delay retirement?It’s never too early to start planning for retirement. But if you’re nearing retirement, it’s especially important to have a plan in place in case market volatility or inflation impacts your...

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Downloads

Esmart Money
September 2022.

Maximising Pension Savings

Wealth
Creation

Family
Protection