No-Nonsense Financial Management
Welcome to Savvy.
If you know, you know.
We are a small advisory company based on the outskirts of Cardiff. We are extremely proud of our reputation in offering our clients solid, trusted independent financial advice.
We have over 40 years experience, so you can have peace of mind knowing you are in safe hands!
Our key aim is to simplify your finances in a way that helps you achieve your financial objectives in the most tax and cost-efficient way. We have a proven track record in working with our clients which has allowed them to make good financial decisions.
We’ve worked with Martin for over 20 years now. He is great at focusing on the important aspects of our needs. He always shows great competence and a genuine interest in us and our business. I mean I didn’t choose him for his looks did I?
Johnny Homfray, Cowbridge
We’ve worked with Martin for over 20 years now. He is great at focusing on the important aspects of our needs. He always shows great competence and a genuine interest in us and our business. I mean I didn’t choose him for his looks did I?
Johnny Homfray, Cowbridge
Key Services
Savings & Investments
Putting you in the right position to get the best return on your money to meet your financial goals.
Retirement Planning
Helping you save for retirement and plan how to spend your savings in your later years.
Protection
Advising on policies to protect you and your family from life’s unexpected and unwelcome events.
Estate Planning
From wills and trusts to power of attorneys, we look after the future for you and your family.
Your financial security and confidence in what we do is our number one priority which is why we are widely regarded for our high standards of customer care, and operate under three guiding principles:
Professionalism
Integrity
Impartiality
News & Insights
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Savvy Wealth Management Limited trading as Savvy is registered in England and Wales no. 7700192. Registered office, 1 Parc Bryn Derwen, Llanharan, CF72 9TT.
Authorised and regulated by the Financial Conduct Authority. Savvy Wealth Management Limited is entered on the Financial Services
https://register.fca.org.uk/
reference 562795
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