Financial Advisor Caerphilly

If you’re seeking a qualified financial advisor in Caerphilly, Gwyn-May are here. With over a decade of expertise in the industry, we offer support with both personal and business finances. Whether you’re planning for retirement, managing your savings and investments or exploring mortgage options, our experienced team are dedicated to helping you achieve your financial goals.

We serve a diverse range of clients throughout South Wales and are happy to arrange home visits upon request. Our team take pride in delivering a top-quality service tailored to meet your needs.

For more information, give us a call to request an appointment or a free quote.

Pensions & Retirement Planning

Securing your future is vital. The most effective way to prepare for retirement is by setting up a pension plan specifically designed for you. Financial security is essential at every stage of life, but during retirement it becomes even more crucial. A well-structured plan ensures you can maintain the lifestyle you enjoyed while working and provides the foundation for a stable and comfortable future.

Mortgages, Protection & Insurance

At Gwyn-May, we provide mortgage advisory services in Caerphilly. Whether you’re a first-time buyer or are considering remortgaging, a trusted financial advisor can help you find a better deal and the ideal mortgage solution for your circumstances. We offer advice on all types of mortgages, including buy-to-let and commercial options.

Additionally, we can assist with mortgage protection to ensure you’re covered if unforeseen circumstances prevent you from meeting your repayments. Our team can also help you find income protection insurance to safeguard your ability to pay your mortgage and bills in case of hardship. We offer a range of insurance products, including life insurance, critical illness cover, public liability insurance, and more.

Savings & Investments

We can help you grow your finances and maximise the potential of your savings. Our team are also equipped to establish trust funds, offer guidance on stocks and shares and assist with a range of financial ventures. With our expert advice, you’ll be able to protect your wealth and make well-informed choices. We can help you open new savings accounts, secure competitive interest rates, invest prudently and select the most suitable financial products for your requirements.

Call Your Local Pension Advisor

For pension advice in Caerphilly and the surrounding areas, make us your first choice. You can visit us, or we can arrange a home visit. For more information, give us a call today.

Reviews

"Absolutely amazing service from start to finish, at the end of the phone no matter what time of day with advice no matter how big or small! Gave us the best advice and got us the best mortgage deal! Every obstacle we faced Anthony was there to help! Have already recommended to friends!!"

"Anthony made buying my first home very simple and straightforward from the start. Everything was explained clearly and talked through thoroughly. Anthony always responded promptly and ensured that any issues or concerns were quickly resolved. A very helpful and high quality service, thank you."

"We recently used this business for some financial advice on buying our first home. He give us lots of advice and found us the best deals suited to our needs. We really could not have done it with out the advice and support off Anthony, He was there for us every step of the way from start to finish, patient and explained everything. He was also able to answer any of our questions however big or small any time of the day. He really did go above and beyond. The service we received was excellent and I would highly recommend to anyone who needs to seek financial advice, especially for first time buyers. We will continue to use the business in the future for other financial matters as they are professional, friendly, good value and respond quickly. Thank you Gwyn-May Financial Advisors Ltd."

"Excellent service. Helped me all the way through and explained everything because I'm a first time buyer so I asked thousands of questions . Definitely the only mortgage adviser I will use now and into the future . Definitely 5 stars ."

"My experience with Gwyn May was fantastic, Anthony is very professional, excellent service and support from start to finish. Would 100% recommend Gwyn May to other. Thank you"

Contact Gwyn-May Financial Advisors Ltd

To learn more about any of our services, don’t hesitate to get in touch with our friendly team today.