Savvy Wealth Management

Annuities, Life cover, Critical illness cover, Income protection, Key man cover, Director share protection, Partner share protection, Investments, autoenrol

We are a partnership of Diploma qualified Financial Planners with a combined industry experience of over 25 years, providing holistic financial planning in the South Wales area.

We provide a personalised service to our clients whether Individual or Local Business, from Investments, Mortgages, Pensions to Inheritance Tax Planning and Family Protection. We can work with you from the comfort of your own home, work place or via E-mail and telephone depending on your needs and location.