We are an Independent Financial Adviser based in Cardiff and operating since 1985. The principle Independent Financial Adviser responsible for looking after clients, is Mr Balu Bhayani.

He has successfully assisted clients in devising and implementing a well researched investment and/or financial plan within the whole of the market.

Financial Services clients are offered a choice of paying by way of fee or offsetting our charges against commission.

Our Mini Wealth Management Service is designed with one aim in mind - to provide all investors an opportunity to take control of their investments. We sincerely hope that you will utilise this service for your future well being.

Should you feel that you need a change in diversifying your cash and/or investment portfolio, please do contact us.