Cynghorwyr ariannol wedi'u lleoli yn Llanbedr Pont Steffan Ydym ni. Rydym yn darparu cyngor ar bob agwedd cynllunio ariannol i unigolion a chwmnïau ledled Ceredigion a’r siroedd cyfagos.

Fel cynghorwyr annibynnol, gallwn gynnig cyngor ar amrywiaeth eang o gynhyrchion a gwasanaethau. Mae ein cleientiaid hefyd yn elwa o'n blynyddoedd o brofiad yn dod o hyd i'r cynllun mwyaf addas ar gyfer eu hanghenion ariannol.

We are a firm of financial advisers based in Lampeter. We provide advice on all aspects of financial planning to both individuals and companies throughout Ceredigion and its neighbouring counties.

As independent advisers, we are able to offer advice on the broadest range of products and services. Our clients also benefit from our many years of experience in finding the most suitable solution for their financial needs.