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.
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
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