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

Protecting yourself from investment scams

Protecting yourself from investment scams

If something sounds too good to be true, it probably isInvestment scams are a rising concern, promising potential investors the allure of making a significant amount of money swiftly and effortlessly. These scams often involve minimal to no risk investments in various...

read more
Life’s complicated. Getting life insurance shouldn’t be

Life’s complicated. Getting life insurance shouldn’t be

Make sure your loved ones are looked after should the worst happenSignificant life changes, such as getting married, having a baby and buying a property, are key times to consider protecting your family’s future. Life insurance assures that your loved ones won’t face...

read more
The £26 billion lost pension maze

The £26 billion lost pension maze

Unclaimed pensions could mean thousands of pounds added to your retirement fundNavigating the world of pensions can be challenging, particularly when you’ve participated in various schemes or shifted jobs throughout your working life. Pension plans may close, merge or...

read more

Downloads

Esmart Money
September 2022.

Maximising Pension Savings

Wealth
Creation

Family
Protection