Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced team of financial advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.


Health Insurance

Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of health-related insurance policies which are worthy of serious consideration including critical illness and income protection cover.


Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future - short, medium, and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications, and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.
 


Business Insurance

All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

Adequate insurance is therefore not a luxury - it is an absolute necessity.

or complete our short enquiry form and we'll be pleased to help you.

Address

The Maltings, East Tyndall Street, Cardiff, CF24 5EA

Phone

T: 02920 024 234

Email Us

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