Savings & Investments
We can help set you up with all the right financial arrangements you'll want for your life's journey
Keeping You Close
We regularly review our customers' plans, to make sure they are always best supported for the changes life brings
Mortgages
Buying a home is one of the most important things you'll ever do. We can help you make the best decisions
Pensions
We can help you plan well into the future, so that you can make the most of your retirement
Wills & Estate Planning
We can help you in making those crucial decisions for looking after those you leave behind
General Insurance
We can guide you through a range of products and services to help you protect your home or your business

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We’re here to help you make the most of your money and understand the part it will play in your future plans

Savings & Investments

Let us help make your money work harder for you.

Mortgages

Purchasing a home will be one of the biggest financial decisions you make.

Always looking to the future to help you with planning ahead to look after yourself and those you love

Pensions & Retirement

We can help you get properly set up for retirement and later life.

Wills & Probate

Make sure to plan for those you leave behind.

We can help make sure you’re ready for whatever life may throw at you, your home, or your business

Protection

Do you have someone financially dependent on you, or run a business?

General Insurance

Get the best cover to protect your home, business or rental property.

There’s nothing more important to us than you

At Glamorgan 1:1 we always put your world at the centre of ours

The Uniquely Personal 1:1 Service

We help our clients to help themselves by offering a complete, holisitic life planning service for families and companies, and work with them to develop their personalised financial life plan as part of our commitment to the FCA Treating Customers Fairly principles.

See What Our Customers Say

Many new clients seek the advice of Glamorgan 1:1 Financial through the recommendations of those who have been with the company for some time. We offer a cost free confidential financial consultation, without obligation, where requirements are established.

Our Mission During The Coronavirus Pandemic

The Coronavirus crisis affects us all, and as well as continuing to keep in close touch with all our clients through phone, email and web, we will also be working behind the scenes to develop new ways of delivering our online services and client contacts.

Please watch this video…

Who We Are

We are a family-run, one stop financial management practice offering regulated services to individuals and businesses. Our aim is to increase your wealth and support you in making informed, regularly reviewed investment choices.

What We Do

We give focused and personalised financial advice to clients regarding family protection, ISA and investment savings, a broad range of pension schemes, and a complete wills and estate planning service.

Where We Work

We are based in Bridgend and work with clients throughout the whole of the UK. Locally, we operate through Glamorgan; from Cardiff to Swansea, through Llantrisant, Cowbridge and the Vale of Glamorgan, Caerphilly, and across The Valleys.

Want to find out how we can help you?

Drop us a line, give us a call, or come by and visit us…

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