We are a firm of Financial Planners, founded in 2017 and specialise in providing financial advice to individuals, trustees and small business enterprises. The firm consists of three advisers all of whom have been advising their clients for over 25 years, helping them accumulate wealth to achieve financial independence and continue to assist their children and grandchildren and plan their estates effectively.
What our clients say
Glyn is well-presented and characteristically welcoming. He wins over his client’s confidence by his mature understanding of people and situations, his readiness to listen and to give time for reflection rather than of forcing decision-making. Prospective clients would be fortunate to have his professional and personal assistance.
Happy to refer clients to Derwen Financial Planning Limited. Always up to date with their knowledge. Excellent customer service with clients find them approachable and providing clear advise.