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Financial Adviser in Cardiff

Simon Haydock

I am a qualified and experienced independent financial advisor in Cardiff providing financial advice, pensions advice, investments advice, protection advice and tax planning to customers in South Wales. I enjoy working with like-minded individuals to help them improve their finances, secure their financial future and often that of their families and businesses.  I aim to reduce, where possible, my client’s tax liabilities.

I understand what my clients need and then use my vast knowledge that I have gained from both experience over the last 17 years, 26 vocational qualifications and 13 awards in financial services. I have the highest level of qualifications as I am a Chartered Financial Planner and hold the prestige appointment of Fellow of the Personal Finance Society. I am also very proud to have been awarded Volunteer of the Year by the Personal Finance Society.

My clients know they are receiving the best bespoke advice for their own individual circumstances and that I remain up to date by continually updating my knowledge for their benefit. I enjoy meeting clients and speaking to them; many of who have been my clients for well over 10 years. I find this a rewarding and privileged role that I enjoy and ultimately financial freedom is what we are all striving to achieve.

I offer financial advice to private and business clients in Cardiff and the surrounding areas. I offer a complimentary initial consultation which can be either face-to-face, by phone or by Skype; whichever is most convenient for you.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance