Taking the holistic view point and matching your ethical issues and concerns with your requirements is what we do.
As a financial advisor based in Carmarthen, supporting businesses throughout Cardiff, Swansea and the South Wales area, looking at your situation and casting an independent view to solve a problem and reaching a desired outcome is the end result. This can take any kind of shape, from the smallest situation of a simple reconfiguration of assets to a full blown re-organisation with gifted assets and suitable Trusts. Ensuring you make use of all the annual gift allowances without being detrimental to your own situation is what our financial advice is about. Funding for children’s education through Junior ISAs or even making a pension contribution for them from the day they are born is mainly overlooked by parents and grandparents. Getting the earliest start possible will never be regretted.
Providing for Long Term Care needs and how to mitigate the Local Authority Charge on assets where possible with predefined limits is another avenue of successful financial advice. Checking your tax and how this can be reduced by simple reconfigurations will benefit your situation immediately and over the longer term. So if you’re looking for full scale reconfiguration or just general financial advisory in the Carmarthen area, why wait, contact us today!