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Financial Adviser in Cardiff

Simon Haydock

I am an award winning Chartered Financial Planner and Independent Financial Advisor in Cardiff, Glamorgan. I am a highly qualified financial advisor in Cardiff with almost 20 years’ experience in providing financial advice on pensions, investments, protection and Inheritance Tax planning. I have over 26 vocational qualifications and have also been awarded the prestigious title of Fellow of the Personal Finance Society. I was also honoured to be on the Welsh trade Mission to Shanghai and Hong Kong.

Everyone is different which is why I offer bespoke financial advice to each and every one of my clients. You can be assured that you will receive the highest quality advice possible, tailored to your own individual circumstances. This includes families, businesses and trustees.

You may want a simple or complex solution to your financial needs; either way I will ensure that it is explained in a jargon free manner that you will understand and be confident in the work I will carry out for you.

I offer a complimentary initial consultation which can be either face-to-face, by phone or virtually. Get in touch today to see how I could help you reach your financial goals.  If you are looking for a financial advisor in Cardiff or indeed anywhere in South Wales, please get in touch to find out what I can do 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