Call us on 029 2002 6220

Private Clients

We offer a wide range of financial services to our private clients based in Cardiff South Wales and across the UK.

Independent Mortgage Advice Cardiff


Whether you are looking to purchase a new property or looking to remortgage to get a more competitive rate, we can source from the whole of…

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First Time Buyers Mortgages Cardiff

First Time Buyers

Many people find taking the first step on the housing ladder quite daunting. Let us guide you through every step of the process to purchasing your…

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Life & Critical Illness Cover Cardiff

Life & Critical Illness Cover

Protect not just your house but the ones you love. Many of us take out insurance on new TV or washing machine, but fewer people insure…

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Buy To Let Mortgages advice Cardiff

Buy To Let Mortgages

Looking to buy an investment property? Whether you are an experienced landlord or just thinking about getting into the property market we can guide & help…

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Income Protection advice Cardiff

Income Protection

Income Protection or Accident, Sickness & Redundancy Cover How will long term sickness or unemployment affect you and your family? Can you survive on £87.55 per…

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Private Medical Insurance advice Cardiff

Private Medical Insurance

Get the treatment you want when you need it. The NHS is the envy of the world but unfortunately it is a bit of a postcode…

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