Based in Cardigan, I provide wealth management and financial planning advice throughout West Wales.
I have been in the financial services industry since 1998 and I am passionate about helping my clients achieve financial security and a prosperous future. I personally enjoy good customer service and as such, I treat my clients as I expect to be treated. This is proven through the level of introductions I receive, from my clients, to their family, friends and business associates.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid lifelong relationships with my clients, ensures that I provide a rounded, professional and principled service.
Outside of my business, I enjoy being physically active, most sports and spending time with family and friends.
Charity is also important to me and I regularly take part in various charitable events and donate regularly.