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
Service: Retirement Planning
Martin’s advice has been invaluable to me leading up to retirement. He takes time to explain everything in layman’s terms. I am totally satisfied with the outcome and ongoing advice.
Service: Pensions
Martin has given me my life back in essence. He was amazingly approachable. He totally focussed on my quality of life outcome and advised without any pressure whatsoever.
Service: Investments
I needed an honest and trustworthy source of financial advice. Martin explained all my options and helped me understand what was important to me. I know everything is in safe hands.
We were coming up to retirement age and we were looking for genuine helpful advice. Martin has been our guide for everything financial and his invaluable, clear advice over the years proved to be based on sound judgement.
Jeff & Pat, Bridgend
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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