About Us

Meet the Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Martin Caviel

Director / Financial Adviser

01685 848950

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Martin embarked on a successful career with the company in 2001 and has nearly 30 years overall experience within Financial Services.

PROFILE

Steve Pritchard

Director / Financial Adviser

01685 848950

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Steve started his career within the financial services industry in 1996 during his 26 year employment record with HSBC Bank. He then joined Insurance Services Wales Limited in 2012 as a Financial Adviser.

PROFILE

Kath Jones

Mortgage & Protection Adviser

01685 848950

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Kath became a qualified mortgage adviser with Insurance Services Wales in 2016. After working for the company as an administrator processing mortgages on and off for the last 15 years

PROFILE

Laura Smith

Financial Adviser

01685 848950

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Laura has been working in the finance industry since 2013. She joined the firm as an administrator and has developed her career over the last 7 years.

PROFILE

Annika Kerton

Mortgage & Protection Adviser

01685 848950

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Annika has been working in financial services since January 2018 as a mortgage and protection adviser. Annika prides herself on providing excellent customer service to her clients and builds up good working relationships.

PROFILE

Teresa Burton

Office Administrator

01685 848950

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Has worked in the Financial Service Industry since 1999 as an administrator, having worked previously for Ashley Law for over 20 years before joining ISW in March 2020.

PROFILE

Ffion Evans

Office Administrator / Trainee Mortgage & Protection Adviser

01685 848950

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Ffion is the most recent member to join our team. After achieving a 2:1 in her bachelor of honours degree in Education, Psychology and Special Educational Needs, she decided to change path and took on a role within Legal and General. 

PROFILE
STOCK DATA
Value Move %
FTSE 100
8054.98 -419.76 -4.953
FTSE 250
18365.35 -845.16 -4.399
FTSE 350
4389.97 -225.64 -4.889
FTSE All Shares
4341.85 -222.46 -4.874
Dow Jones
38913.22 -1632.711 -4.027
Nasdaq
15752.792 -797.814 -4.82

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