Supporting you on your journey
to financial freedom
Seraphim Financial Planning helps individuals and business owners across West Wales plan for their future.
About Seraphim Financial Planning
I am an independent financial planner based in West Wales and have many years of experience in working with individuals and business owners. No matter where you are, I will support you to live your most fulfilled life.
Seraphim means “fiery angel” and it represents the commitment to supporting people. You can’t underestimate the feeling of freedom that comes with having a financial plan, knowing where you are now and how best to achieve your financial goals.
Learn more about our services
As a client, you can expect quality advice that spans a wide range of different areas. By taking the time to get to know you, your goals and any concerns, I will then work with you to provide the services you require.
Our individual planning services include care fees, equity release, mortgages, savings, pensions and investments. Our business planning takes into consideration every aspect of your company’s finances, such as benefit schemes, protection and workplace pensions.
