Pensions, investments and savings are the three key elements that make up a secure financial future. With the right combination and expert planning you’ll be best positioned to deal with whatever the future may hold.

Our independent consultants offer much more than investment advice. They consider your whole financial situation in order to develop a comprehensive approach to the management and growth of your wealth – for you, your family, future generations, as well as your business.

Our wealth management service includes advice on:


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Two EU backed property development funds set to create £40m infrastructure boost for West Wales and the Valleys

Two new property development funds launched with £14m of EU funds are projected to result in an overall investment of £40m in new and refurbished high quality commercial premises to support business growth and job creation in the North, West Wales and the South Wales Valleys.  (more…)

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Broomfield hosts Charity Finance Group Members Meeting

The above event is being held at our Cardiff office in April and may be of interest. 

Charity Finance Group is a membership organisation especially for finance professionals. 

More information about membership and events can be found on the CFG website.

 

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