Red Dot (Cymru) Ltd app for iPhone and iPad

To begin at the beginning — were a friendly and approachable team of highly-experienced Independent Financial Advisers based in the picturesque Welsh town of Llandeilo and also in the vibrant city of Swansea, with a network of appointed representatives across South Wales and South West England.

Being independent has a number of benefits for our clients. Were not affiliated with or tied to any particular lender or product provider, so we have the freedom to go out into the market place to find the best financial products and services to meet your specific needs. If youre looking for high-quality, comprehensive financial advice, youll find were definitely on the same page.

Our approach is simple and straightforward. You tell us what you your financial hopes, aspirations and goals are. We listen. We then reflect on whatve weve learned and present you with a financial strategy to meet your requirements, one thats tailored specifically to you, your family or your business. Were totally client-centric, and take our responsibilities under the Financial Services Authoritys "Treating Customers Fairly" initiative very seriously.

So, if youre looking for independent financial advice, youve come to the right place. Weve included more details of how we work and what we do on this site, but if youd like to give us a call, well be happy to tell you more about how we can help make your financial goals a reality.