Welcome, If you want to get Financial Advice we hope we can be of assistance to you.
We are based in Cardiff and our goal is to make getting Independent Financial Advice easier. We aim to deliver peace of mind while providing a positive experience that makes financial planning and your life easier.
We have a selection of downloadable financial articles on the site, feel free to browse - hopefully you’ll get the financial advice you are looking for.
If your need is to speak with a friendly voice please call 02920 301014 now. We would also be delighted to arrange for you a no obligation meeting or discussion. You can call or contact us by email.
Is This You?
When it comes to financial planning our clients tell us what they consider most important:
• To be treated in a friendly professional manner.
• To be able to trust their finances to a financial planning expert.
• To be given financial information that is clear, easy to understand and useful.
Are you someone who wants to ensure their assets cannot be taken by third parties, such as the Tax Man, local authorities, future ex-spouses (of you or your children). And, is it important to you to maintain your lifestyle for the rest of your life?
This is Us and What We Do
We pride ourselves in assisting people who want to get Independent Financial Advice. As we are Independent we are able to research the market to make certain that we find the right investment vehicles to suit our clients individual needs. We all like to prepare for the future as best we can, this is obviously made easier through being armed with current information and expert advice.
Expert Financial Planning Advice
As we all know the world of financial planning is quite complex and governed by strict regulatory control. We endeavour to provide professional advice in a friendly manner. Our team is led by Craig Palfrey and we are very family orientated. Craig takes an interest in all of our clients. Many met him for the first time when they heard him speak at a seminar they attended. Besides being highly personable Craig is also extremely well qualified. He is a Certified Financial Planner, this qualication means he is one of the top 1% of Financial Service Professionals in the country.
Personal No Obligation Meeting
Personal finance is just that, personal, and by offering you an initial free of charge and no obligation meeting at our expense we provide an opportunity to discuss your financial situation with a view to ensuring all of your investments are in the most suitable homes.
A Range of Financial Services
We provide a range of financial services and have a particular expertise in Inheritance Tax Planning, Pensions, Investment Portfolios and Long Term Care Planning.
Our goal is to deliver peace of mind while providing a positive experience that makes your financial planning and life easier.
We have information available on this site for you to download or browse if you so choose
. For a full list of our services please visit our areas of expertise page.
Further Information
We aim to provide quick responses to email queries we receive in order to give you the level of service we believe you deserve.
If you choose to call we aim to provide both a friendly voice and professional expertise to all callers. You can call us on 02920 301014.
Our services are provided under the auspices of The St James Partnership. Craig Palfrey is a partner in The St. James Partnership.
The St. James Partnership is authorised and regulated by the Financial Services Authority. Our FSA register number is 208917. www.fsa.gov.uk
This site contains generic information only for information purposes. Individual advice should be sought before entering into any contract.
Please note, the FSA do not regulate Wills, Trusts or Taxation
