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Retirement Provision
Inheritance Tax & Estate Planning
Investment & Asset Allocation
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Mortgage & Property Purchase Family Savings & Protection

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Whether you’re looking for the best way to save for retirement, a mortgage, advice on how to invest for the future or protect yourself and your family with a life assurance policy, the most suitable product for you is almost certainly out there. It’s simply a case of how to find it.
Now, perhaps more than ever, it is important to get sound, unbiased advice on what financial products you should have, especially those of us who are too busy or who lack the confidence to search the market on our own. If you are wondering what sort of advice is out there, where and how to find it and how much it will all cost.

Email:
admin@wwfsifa.co.uk


Phone: 01267 610470
Fax: 01267 6104741

West Wales Financial Services Ltd is a trading style of The Clarkson Hill Group Plc which is authorised and regulated by the Financial Services Authority

The Clarkson Hill Group Plc is registered in England No 4310108 at Alexandra House, 33 Alexandra Road, Wisbech, Cambs PE13 1HQ.

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West Wales Financial Services - a new independent company - is bridging the gap in home services for people in west Wales. The highly experienced Financial Advisers will travel to homes and businesses across west Wales to offer free advice, on mortgages, insurance, savings, and retirement plans.

Nigel Lewis, who has been in financial services for 15 years, said “We offer free impartial advice in English and Welsh and everyone who works here is local to West Wales“.

Based in Carmarthen, the company was set up in May 2003 by directors Nigel Lewis, and Colin Mudge, and eight other Financial Advisers who were made redundant. The company has already established a large customer base but is hoping to attract more individuals or businesses who are looking for financial advice they can trust.

Mr Mudge, who has been in financial services for 25 years, said: “Following the demise of several home service companies, such as AMP Pearl, Prudential, and Britannic, we have set up a first class quality company for customers who want to conduct business in their own home, or alternatively at the Carmarthen office”.

Some products arising from the advice given may not be regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.



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