About Us

We have a Managing Director, Simon Haydock a Fellow of the Personal Finance Society (FPFS) and a Chartered Financial Planner. You may not know but the people who run and manage an IFA company do not have to have any financial qualifications. We thought that our clients deserve the best and had a MD who had the both the highest level of standing in the industry along with experience of over 10 years.

Please click here to see more about our MD Simon Haydock.

We are a company based in Cardiff and South East Wales with clients who live locally, nationally and internationally. The vast majority of our clients come from personal referrals. When you find that something great that’s when you can shout about it and tell your friends and family.

You should always look for someone who is wholly independent with you at the heart of their business. That is what we are, a 100% independent family company where clients come first.

You will want a company that is fully regulated and we are. Our Financial Services Authority number is 518521.