Contact us

Drop us a line for a chat about your financial planning needs, or any questions you may have.

T: 02920 641188
E: adviser@financial­


Newport office

The Estates Office,
25-26 Gold Tops,
NP20 4PG


Cardiff office

62 Cathedral Road,
CF11 9LL

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Client agreement & disclosureSchedule of fees

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit

EST. 1999