Pedr Financial Planning

Who We Are

Pedr Financial Planning is an independent financial planning firm based in Lampeter, Ceredigion, Wales. Established in 2007, we empower individuals and businesses to achieve financial security through tailored financial plans. Led by experienced financial advisors, we combine expertise and personalized guidance to navigate every step of your financial journey.

Our Mission

Our mission is to provide comprehensive financial planning solutions that address your unique needs and aspirations. We empower our clients to make confident financial decisions by offering clear, jargon-free advice and guidance every step of the way.

Our Values

• Client-centered approach: Your needs and goals are our priority. We take the time to understand your individual circumstances and aspirations.
• Transparency and accountability: We believe in open communication and empower clients with clear explanations and regular progress updates.
• Expertise and independence: Our team comprises seasoned professionals who remain on top of industry trends and regulations.

Our Services

We offer a comprehensive range of services covering various aspects of financial planning, including:

1. Mortgages

• First-time homebuyers
• Remortgages
• Buy-to-let investments
• Commercial mortgage solutions

2. Retirement Planning

• Pension planning and review
• Wealth management strategies
• Retirement investment options

3. Investments & Savings

• Investment planning tailored to your goals
• Wealth preservation strategies
• Tax-efficient savings solutions

4. Other Services

• Financial planning for businesses
• Employee benefits consulting
• Estate planning and insurance solutions

Our Approach

We believe in a collaborative and personalized approach to financial planning. Our step-by-step process involves:

1. Discovery & Assessment: We assess your current financial situation and goals.

2. Goal Setting: We work with you to establish specific and achievable financial goals.

3. Plan Development: We develop a customized plan outlining strategies and actions to achieve your goals.

4. Implementation & Review: We regularly review and adjust your plan to ensure it remains effective and aligned with your evolving needs and circumstances.