Financial Planner working in the Cardiff locality. Different than many of the traditional financial advisers, I concentrate on my clients goals and objectives, rather than selling a product. All advisers can sell a pension or investment fund. Very few have what it takes to consider the bigger picture. I am very accesible. I do not insist that you come and see me at my office, although I always welcome clients who prefer to have their meetings with me here. I appreciate how busy my clients are so make best use of the telephone and email to stay in touch throughout the year. Get in touch to arrange a meeting.