1 Coracle Offices, St Catherine Street, Carmarthen, SA31 1RD (Show me directions) Show Map
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About Us...
Planning for a secure future, be it for yourself, your family or your business is one of the most important steps you will take. Changes in your personal circumstances or those of your business coupled with the effects of inflation and the world's economy will require you to regularly review and act upon your financial situation.
As a Partner Practice of St. James's Place Wealth Management, we have the expertise and ability to offer you an enhanced level of advice alongside some of the best fund managers in the world. Specialising in offering expert advice in a wide range of areas including:
>Investment planning
>Inheritance tax planning
>Pensions and protection
>Specialist Mortgage advice
More Information...
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
>Providing personal face-to-face financial advice
>Giving you the opportunity to review your financial affairs regularly
>Effectively managing your investments via our distinctive approach
>Keeping you informed of the latest news and any changes that might affect your personal situation
>Listening to your feedback
>Ensuring that our dealings with you are sensitive to your needs
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
Call or visit our website for more information.
