Graham, Gareth and Steve have over 80 years experience in the Financial Services sector, with an established and well regarded practise in the town of Port Talbot. A general IFA practise, CarpenterJohn has considerable expertise in the areas of Mortgages, Protection, Investment and Tax planning and Retirement Planning. We pride ourselves on the service we offer clients.
We are an Independent Financial Adviser practice based in Neath who provide good quality Independent and Impartial Advice. We specialise in Investments, Pensions, Protection, Mortgage, and EquityRelease advice and offer our clients a personal and friendly service.
We start by arranging an informal meeting to discuss your general requirements and concerns. This allows us to gain a better understanding of your situation and to assess the areas in which we can beof assistance. We are backed up by one of the UKs largest Financial Services networks, which is fully authorised and regulated by the Financial Services Authority. We endeavour to exceed our customer's expectations by providing a prompt, reliable & professional service.