Tudor House Chartered Financial Planners
Quite simply, our aim is to provide Peace of Mind.
We pride ourselves on being a safe pair of hands, building long-lasting relationships with clients introduced to us by their accountants.
We enjoy working with like-minded business owners and we have a desire to help them utilise their business effectively to achieve personal financial freedom.
Through listening to our clients and understanding what’s most important to them, we are able to provide a personal financial planning service and appropriate solutions to help meet their goals.
If you would like to discuss how we can help you, please contact us for an initial meeting.
We look forward to hearing from you.
Dafydd Edwards FPFS
Managing Director and Chartered Financial Planner
We are very pleased to offer a bilingual service for Welsh speakers.
Having fully discussed your current situation, your financial position and your future goals, we can provide you with advice and help you formulate a financial plan, which we can review with you and adapt on a regular basis.
We will meet on a regular basis to review any financial plans and investments that we have put in place for you and you will have online access to view and track the values and performance of your investments.
We will only recommend a financial product if we believe it is appropriate for a client’s circumstances, objectives and attitude to investment risk.
To see how we can help you understand and plan your finances please contact us.
Investments can fluctuate in value and investors may not get back the amount they invest.
Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Need help? Give us a call or request help by sending us a message through our contact page.
Simply click on the Contact Us tab to the right.