Why choose Seraphim?

It’s important that you feel confident in putting your trust in me. Here are a few reasons why I'm different…

Independent advice

You’ll reap the benefits of the unbiased advice I offer to clients. Being independent means I can search the entire market to find a product that best suits your needs. I’m not tied to one particular provider, which allows me to focus on getting the right solution for you.

Experienced in the field

Growth and development are what set me apart, and I’m immensely proud to deliver financial advice. Ultimately, you reap the benefits of my experience and determination through the service I provide. Whatever you bring to the table, I will try to find you the best solution.

Fully regulated

Our relationship is built on trust, and this is cemented from day one. You can easily find me on the FCA Register here and see clearly what I am regulated to do and your protections when doing business with me.

Backed by an exceptional team

I work within a network with a knowledgeable and friendly support team at Corbel who will go the extra mile to ensure that we deliver a bespoke service and provide you with the outcome you desire. They’re always up to date with the latest financial insights and they are the people you can rely on to do what’s best.

Your needs come first

People will always come before products. It’s you that I do this for, and my mission is to allow you to achieve financial freedom and feel secure about your future. It’s at the core of all the work I do, and you’ll see it from the moment you start working with me.

Making the complex, simple

Speaking in a jargon-free fashion is crucial in my role as a  financial planner. You need to understand what I’m talking about so you can make a fully informed decision. If you have any questions or just need someone to explain things in extra detail, I am happy to help.

Contact us

Our team is here to answer your questions. Get in touch today.

    You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

    traceyplant@seraphimfinancialplanning.co.uk

    07717 572314

    Golygfa Hyfryd
    Glanarberth
    Llechryd
    Cardigan
    SA43 2QQ

    Seraphim
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.