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Relationship Management

Building Relationships with our Clients

We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.

We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.

It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:

  • enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
  • increased value to our existing customers
  • increased overall efficiency

Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.


General Enquiry
PJE Chartered Accountants
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Company address:
Cyfri Cyfyngedig, 23 College Street, Lampeter, Ceredigion, SA48 7DY
T: 01570 423 823
F: 08709 223 296

Email: post@cyfri.co.uk

Registration address as company address
Registration number: 03925755
Registered in: Wales

For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Cyfri Cyfyngedig is authorised and regulated by the Financial Services Authority and is entered on the FSA register under reference 539742.

Telephone: 01570 423 823 | post@cyfri.co.uk

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