Investments & pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes / Auto Enrolment
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments
  • Retirement planning

Require more information?

If you would like more information or would like to speak to us direct then call us on 0345 680 9612. Or if you would prefer, ask us a question online.

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Colledge Redfern, Glantaf Office, LLanfallteg, Whitland, Carmarthenshire SA34 0UT