Western Welsh Financial Services is a small but efficient company, providing Independent Financial advice to individual and corporate clients. We operate throughout West Wales and meet the needs of the business, and / or the individuals employed within the business.
Our business is to provide "FACE TO FACE" financial advice to the personal and corporate markets. Our promise is to offer an honest, practical and balanced approach to the financial planning needs of all our clients. As more and more traditional face to face providers distance themselves from their policy holders, we at Western Welsh are able to provide face to face financial advice with a personal professional manner you deserve as a valued customer. Meetings can be arranged at a time and place that is convenient to you.
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 Keyman Assurance,General Insurance, Mortgages, Equity Release
Sorry, no special offers from this business at present.