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
Growing your wealth
Reinvesting dividends can significantly boost your investment returns over the long haulWhen most people think of dividends, they associate them with generating regular income. However, dividends offer much more than that – they can be a valuable ally in growing your...
Do you fall into the 60% tax trap?
Making additional pension contributions could mean lowering your effective tax rateFor many earners in England, Wales or Northern Ireland, the highest Income Tax rate is 45%. However, while 45% is the highest ‘official’ rate, some individuals effectively pay a tax...
Are your capital gains causing you a financial headache?
Without a clear strategy, you might end up paying more tax than NECESSARY thingsNavigating Capital Gains Tax (CGT) can be complicated and daunting, especially with ongoing changes to exemptions, thresholds and regulations. Understanding the details of CGT is vital, as...
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March 2025
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