Financial Services in Lampeter

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

See Website for further information.

Independent Financial Planners Offering holistic financial planning to include advice on inheritance tax, investments, pensions, life insurance, critical illness insurance and income protection.

Authorised and Regulated by the Financial Services Authority

1994

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Opening Hours: Mon-Fri 09:00-17:00