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Cyfri Cyfyngedig is a well established firm of Independent Financial Advisers based in Lampeter, Ceredigion.  We offer a full range of services to help your money work harder for you.

Whatever your goals, the sooner you start to plan your finances, the sooner your aspirations can become a reality.  Our financial planning services will help safeguard and grow your savings and investments, plan for retirement, pay less tax and protect you and your dependents in case the unexpected should happen.

We provide advice to both individuals and companies on all aspects of financial planning by developing a long term relationship to understand our clients’ needs and aspirations and then prioritise their objectives.

Please contact us to arrange your free initial consultation or complete our enquire form. Please note consultations are also available at offices in Aberaeron, Tregaron and Aberystwyth.

Mae Cyfri Cyfyngedig wedi ei leoli yn Llanbedr Pont Steffan ond yn gweinyddu i Geredigion a gweddill Cymru drwy gynnig gwasanaeth proffesiynol diduedd ar amryw o faterion ariannol. Sefydlwyd y cwmni yn ei wedd presennol yn 1994 ond medru’r olrhain rhagflaenyddion y cwmni i 1973.

Mae ein gwasanaeth cynllunio yn galluogi i’n cleientiaid baratoi am ymddeoliad, trefnu eu cynilion a’u buddsoddiadau, talu llai o dreth a diogelu eu teuluoedd neu eu busnesau rhag yr effaith o farwolaeth sydyn neu salwch difrifol.

Mae’r cwmni yn gwasanaethu i unigolion ac i fusnesau trwy ddatblygu perthynas parhaol i ddeall anghenion a dymuniadau ein cleientiaid ac yna paratoi argymhellion ar eu cyfer.

Cysylltwch â ni am ymgynghoriad cychwynnol di-dâl.  Mae’n bosib trefnu cyfarfodydd mewn swyddfeydd yn Aberaeron, Aberystwyth a Thregaron.