Client Testimonials

Fantastic company, brilliant advice, would recommend. Jo-Anne, Bargoed
Dai is a rare IFA. he listens to all of your needs before tailoring his advice specifically to your requirements. Sean, Swansea
David was very knowledgable, efficient and courteous. He fulfilled my expectations very well. Paul, Neath
David helped us buy our first home. He also arranged all of our insurances including the buildings and contents. He was knowledgeable and professional throughout the process and I wouldn’t hesitate to use him again. Stacey, Neath
Comes up with a variety of options to suit our needs. When the situation got difficult he still managed to find a solution for us. Worked tirelessly to get our house and mortgage sorted for us. Shelley, Swansea
Fantastic service, with sound financial advice. From our first discussion, Dai quickly found a workable solution that fallowed us to finally move whilst also retaining our previous property as a rental. Quite simply, we’re it not for Dai’s help and advice, we would not now be living in our lovely new house! The service has been quick, efficient and professional- would recommend. Julie, Carmarthen
David was extremely knowledgeable and professional. He worked tirelessly to ensure our re-mortgage went smoothly with the lender and kept us informed at every stage of the process. I found the website and secure portal easy to use and it was effortless to send all the documentation required electronically. Look forward to getting further advice from David in due course. Lee, Ponyclun
The advisor found the best product for my needs. The product was fully explained and was set up without any problems. Highly recommend this service. Jo, Caerphilly
Dai helped us buy our first home. It was a stressful situation for us being first time buyers but he held our hand through a difficult process and we were really pleased with the service offered. I have already recommended his services to my brother and a number of close friends. Nick, London
Getting a mortgage was complete maze and headached to me. I didn’t have a clue and felt very relieved that David was on hand to clearly lay out all my options, advise on the pros and cons of all of them and steer me towards my ultimate goal of getting a mortgage that would suit me now, and in the long term. I was really pleased with how David managed this, I felt confident in the advice I was getting, as well as the service overall. Would certainly recommend – and will be seeking David’s service’s when it comes to remortgaging. Hannah, Cardiff