The team at Savvy have over 30 years’ experience providing practical financial planning advice to people, families and businesses in Llanharan and the surrounding area.

We offer a full financial planning service ranging from pensions, savings, investments, tax, trusts and estate planning, protection and equity release.

We offer a premium service which is is designed for clients who want and will benefit from regular advice.

Our commitment to you is to keep you updated of any regulatory changes/product developments and also provide personal dedicated reviews at a frequency that is most appropriate to your needs. Our aim is to ensure your plans remain appropriate and
are meeting your needs and goals.

We provide advice across a wide range of services including investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships.

This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

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.

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