Financial Advisor Pontypridd

Are you in search of a trusted financial advisor in Pontypridd? Gwyn-May are here to help. With over a decade of experience in the financial industry, we specialise in both personal and business financial services. Whether your goal is to plan for retirement, optimise your savings and investments or obtain a mortgage, our team of skilled professionals are here to provide the support you need.

We extend our services to numerous clients across South Wales and offer the flexibility of home consultations if required, as well as out of hours services. Our team are dedicated to delivering top-notch services tailored to meet a variety of financial requirements.

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

Pensions & Retirement Planning

The most effective way to ensure a comfortable retirement is by having a personalised pension plan in place. Financial security is vital at every stage of life, but it becomes particularly important during retirement. Therefore, preparing for your future is essential. A well-designed pension plan allows you to maintain your standard of living even after you stop working, ensuring your funds are managed sustainably to support your long-term needs.

Mortgages, Protection & Insurance

For those seeking mortgage advice in Pontypridd, Gwyn-May is your go-to resource. Whether you’re a first-time homebuyer or are remortgaging, our experienced advisors can help you find better deals. Seeking professional advice means you get the most suitable mortgage packages for your circumstances. We offer comprehensive advice on all types of mortgages, including buy-to-let and commercial options.

In addition, we can help you get mortgage protection. This ensures your payments are covered in case of any unforeseen events that affect your ability to repay. Our team can also help you secure income protection insurance, which covers your mortgage and other expenses if you’re unable to work. We offer a wide range of insurance products, including life insurance, critical illness cover, public liability insurance, and more.

Savings & Investments

Enhancing your savings and making informed investment decisions are key to building your financial future. Our experts can assist you in establishing trust funds, provide guidance on stocks and shares, and support you with a variety of other financial initiatives. With our advice, you can safeguard your assets and make strategic choices. Whether you’re looking to open new savings accounts, obtain competitive interest rates, or invest wisely, a financial advisor helps you choose the financial products that best align with your objectives.

Call Your Local Pension Advisor

For pension advice in Pontypridd 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

Interested in learning more about our services? Reach out to our friendly team today to discuss how we can help you achieve your financial goals.