Western Welsh Financial Services is committed to providing you with high quality independent financial advice. Our core business is providing face to face financial advice to both the personal and corporate markets and our promise is to offer an honest practical and balanced approach to the financial planning needs of all our clients.
Our specialist team of advisers, who together have well in excess of 75 years experience in the financial services industry provide professional, impartial advice and are able to provide tailored solutions to even the most complex financial needs.

Appointments can be arranged at a time and place that is convenient to you.

Barrie Kent Cert PFS (Financial & Mortgage Adviser) FPC, CeMap
Peter Iles Cert PFS (Financial Adviser) FPC
David Floyd Cert PFS (Financial & Mortgage Adviser) FPC, CeMap
Glan Thomas Cert PFS (Financial Adviser)
Aled Jones (Mortgage Adviser) CeMap
Meryl Richards (Office Manager)
Joanne Thomas (Office administrator)
Phil James (General Insurance Adviser) FPC

We provide independent advice across all aspects of personal and corporate financial planning but typically find ourselves particularly active in the following areas:

- Personal Planning
- Business Related Planning
- Lump Sum Investment
- Stakeholder Pension Planning
- Regular Savings Plans
- Company Pension Schemes
- Retirement Planning
- Group Personal Pensions
- Income Protection
- Tax Planning for Companies
- Personal Protection
- Director Share Protection
- Tax Planning for Individuals
- Partnership Protection
- Healthcare
- Key man Assurance
- Mortgage & Re-Mortgage
- Commercial Loans & Mortgages
- Limited General Insurance
- Equity Release

Before we provide you with advice, we will give you our key facts guide 'about the cost of our services'.
We will tell you how we get paid and the amount, before we carry out any business for you.

The Personal Finance Society
Financial Services Authority Registration Number 313805