Investment Advice
Get Your Money Working For You

Request a Callback

Request a Callback

As a financial adviser based in Penarth, near Cardiff, I can provide investment advice across the whole market; including investment advice on ISAs, secure/guaranteed investments, income investments, onshore and offshore bonds to name a few. I can also provide estate planning advice, to help with the correct legacy for beneficiaries and to help mitigate inheritance tax.

Why investment advice?

With interest rates at such historically low levels, it has never been as important to get sound investment advice and get your money working as hard for you, as you worked to build it up. There seems little point leaving your life savings wallowing in a deposit account paying a fractional rate of interest when inflation is eroding it as each day passes.

If you have concerns about your savings or investments then please in touch for a free consultation. We can establish your investment objectives, your attitude to risk and capacity for loss and create an investment plan designed around you, common reasons for the need for investment advice are:

  • Making savings work harder
  • Simplifying current investments
  • Reduce tax
  • Investment of an inheritance
  • Reduce risk or add guarantees
  • Providing legacy/school fee investments for children, grandchildren etc
  • Trustee investments, perhaps to mitigate Inheritance Tax
  • Care home fees planning

Whether you would like advice for any of the above reasons, or for any other need please feel free to get in touch, either by phone, This email address is being protected from spambots. You need JavaScript enabled to view it. or the contact form.

The initial financial consultation is complimentary and without obligation.

Contact Details

07727 147 932
1 Jenkinsville, Penarth CF64 1BD

Nathan is a Fellow of the Personal Finance Society (FPFS) & a Chartered Financial Planner