South West and Wales Financial advisers

Our team of trusted and professional financial advisers based in the South West of England and Wales will help you make informed choices about financial strategies for you and your family.

Andrew Pethick

Andrew PethickMortgage & Protection Specialist

Jan O'Neil

Jan O'Neill Mortgage & Protection Specialist

Richard Driver

Richard Driver - DipFADeceased

Please contact us and we will put you in touch with the adviser that is now looking after Richard's clients

Ian Kendall

Ian Kendall - DipPFS Deceased

Please contact us and we will put you in touch with the adviser that is now looking after Ian's clients

Richard Bruty

Richard Bruty - DipPFS Retired

Please contact us and we will put you in touch with the adviser that is now looking after Richard's clients

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