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mike-gwyther-financial-advisor-abercynon

Financial Advisor in Abercynon

Mike Gwyther

I am an Independent Financial Advisor in Abercynon providing financial advice to clients throughout South Wales.

I have over 30 years’ experience in the financial services industry specialising in pensions, protection, investments and inheritance tax planning.

I provide the highest level of customer service and build long term relationships with clients and working with you for the whole journey. I focus on clear communication so that clients fully understand the facts and recommended solutions, enabling you to make well-informed decisions.

If you are looking for an experienced financial advisor please get in touch for an initial consultation, which is free of charge.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance