Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Retirement Planning

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income...

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2

Financial Planning

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial...

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HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Stock data

Value Move %
FTSE 100 8054.98 -419.76025 arrow -4.953075 arrow
FTSE ALL-SHARE 4341.85 -222.45996 arrow -4.8739014 arrow
FTSE MID 250 18365.35 -845.16016 arrow -4.3994675 arrow
FTSE 350 4389.97 -225.63965 arrow -4.8886204 arrow

Source: Rapid API

where we are

01685 848950
62 Brecon Road
Merthyr Tydfil
CF47 8NN

office@insuranceserviceswales.co.uk

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