Additional Services


As well as advising on all aspects of financial planning and financial advice, we can also offer the following additional services or introduce you to our preferred partners for, legal, accountancy and insurance services.



We have links to a number of solicitors and legal services companies in Cardiff, Newport and South Wales. We can offer help to arrange:

  • Wills
  • Power of Attorney
  • Estate Planning
  • Inheritance Tax
  • Trusts
  • Conveyancing (House purchase or remortgage)

Please contact us and we can discuss your requirements in further detail.

*Please note the FCA does not regulate legal services.



We have links to a number of accountancy practices.

These companies can help with all aspects of accountancy including, tax planning advice, self assessment and tax returns and associated professional services.

Please contact us and we can introduce you to the most appropriate professional.

*Please note the FCA does not regulate accountants of their services.



We can source many types of general insurance either in house or via our insurance partners.

  • Building and contents insurance
  • Mortgage payment protection insurance
  • Sickness and accident insurance
  • Private medical insurance

We also have links to our commercial insurance partners for all of your liability and business and insurance needs.

If you require more information in Newport, Cardiff and South Wales then please call us on 01633 246246 or use our contact form