About Us
We’re proud to be a safe pair of hands and a trusted adviser to our clients and their families. We help them understand their financial position, make informed decisions and use their wealth to support the life they want to live.
Professional
We are Chartered financial planners specialising in wealth planning for successful families and business owners.
We have long-standing relationships with respected accountancy practices, whose clients are introduced to us knowing they will receive personal care and attention. Where appropriate, we work alongside our clients’ accountants, solicitors and other professional advisers to help their financial planning fit together.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteMeet Our Team
Accomplished
We hold ourselves to high standards and we are committed to ongoing learning and development.
We aim to surround ourselves with the highest quality peer group, and we were the first firm in Wales to become members of the esteemed Best Practice IFA Group – comprising some of the most successful financial planning firms in the UK.
We engage with the Nextgen Planners community, to contribute positively to the future of our profession.
Modern
We combine personal relationships with a modern approach to financial planning.
We use technology to improve efficiency and reduce administration, making it easier for our clients to manage their financial affairs.
Our secure client portal gives clients convenient access to their financial information and documents, supporting the ongoing relationship with our team.
We’re Proud to be Chartered
We are proud to have attained Chartered Financial Planners status which is a symbol of our technical competence and signifies a public commitment to professional standards.
Committed
We are Associate Members of the Consumer Duty Alliance. Members are committed to an independent Code of Professional Standards stating how they will always seek to deliver good outcomes from the advice they give.
We are committed to the Financial Vulnerability Charter, to provide vulnerable customers with a service that recognises their unique circumstances and delivers the same outcomes that they would expect if they were not in vulnerable circumstances – A safe pair of hands when you need them most.
Responsible
We believe in taking a responsible approach with our business.
We have embraced technology such as digital signatures to significantly reduce our paper consumption and we engage with product providers digitally wherever possible.
We offer our clients our Go Green Paperless Service, providing them with documents digitally via their secure client portal rather than posting paper copies.
Climate Action Workforce
We are a Climate Action Workforce which means we offset the entire carbon footprint of all our staff.
Every month, our contribution goes towards planting trees in our company forest, and financing carbon reduction projects around the world.
Dafydd also drives an electric car!
View our positive impact page via the link below.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteView Our Positive Impact
Would you like more information? Get in touch, to speak to an adviser.
If you are a business owner and would like to discuss how we can help you, please contact us for an initial meeting.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteContact Us