We do not charge you a direct fee for protection advice. If you take out a policy, we will receive commission from the insurer, which is included in the premium.

Why clients keep coming back

We must be doing something right

A large % of our new business comes from client referrals

Excellent Customer service

I believe great service starts with the basics - being easy to contact, responding quickly and speaking to the same person who understands the situation.

Building a strong relationship

The better I understand you, your circumstances and your ambitions, the easier it is to create a financial plan tailored to your needs.

Fair & transparent fees

Our fees are clear and straightforward, with no hidden charges.

Jeremy Poor has been absolutely brilliant. First class service. Life changing for me and my family.
Thankyou

N Lloyd

Straight from our clients

Extremely proud to have earned 5-star feedback from every client who has left us a review.

Would like to thank Jeremy massively! Been very helpful and on top of everything, making the daunting experience feel as smooth as possible.

A Wager

As a first-time buyer it can be challenging to navigate your first purchase. But I felt fully supported by Jeremy. Couldn't recommend him enough!

T Fry

Contact Jeremy

Let's talk about your goals

Grow your net worth

Independent Financial Adviser South Wales smiling at camera

Contact Jeremy

Buy your first home or Buy to Let

Release Equity from your home

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