Whether you're taking your first exciting step onto the property ladder, looking to protect your family should anything happen to you, or you are looking for investment advice and/or pension planning for retirement I can help. I pride myself on offering personalised, expert advice tailored to your unique situation. My mission is to ensure that every client feels informed, confident, and empowered to make the best financial decisions for their future. Initial meetings are free of charge, an opportunity to listen and see if I can help...

How much does it cost?

There is no charge for an initial meeting, there are no obligations to proceed after this meeting. If you are wishing to move forward, I will discuss and fully disclose any costs involved before going forward.

Where can we meet?

Many options - at home, in my office in Builth Wells, over the telephone, at your home or virtually.

What do I need to bring to meeting?

Proof of ID and address and ideally details of what you are looking to discuss, if following this initial meeting we require anything else I will let you know as we go along