Aled Pashley

I am a Financial Adviser with a background in Mathematics. Thanks to my father, I have grown up in the financial advice industry and have been involved in daily aspects of client support from an early age. After graduating from Swansea University with a BSc. (Hons) in Mathematics, I followed my father into business and in 2013 set up my own practice. I provide financial advice across the South Wales area and into the West of England, working primarily from both Cardiff and Swansea.

My approach to advice has always been very client-driven, and I strive to complete all of my recommendations to the highest standards. I currently hold several qualifications including the required level 4 Diploma in Financial Advice, as well as qualifications in other areas. I am currently studying towards achieving Chartership within the financial advice sector.

I provide a range of services relating to financial advice, including but not limited to:

• Pensions, both individual and corporate
• Protection, including personal cover and cover for businesses
• Investments, including ISAs and Bonds
• Estate Planning

Once I have met with a client and the priorities have been established, I always endear to work closely with that client in order to ensure that their expectations are met. My use of the latest technology is an important factor in my advice and goes a long way to managing expectations, as well as keeping clients informed of the progress of their goals.

I am happy to have an initial meeting at our cost, so please feel free to get in touch if there is anything you would like to talk about.