Questions?
Mon - Fri: 9:00 - 17:00
3 Myrtle Grove, Sketty, Swansea
Independent Financial Advisers based in South Wales
Questions?
Welcome To Gower House

We Are A Family Run Independent Financial Adviser Firm.

Learn moreContact us
Welcome To Gower House

We Are A Family Run Independent Financial Adviser Firm.

Learn moreContact us
Welcome To Gower House

We are a family run independent financial adviser firm.

Learn moreContact us
Testimonials
Our Clients
Anna & Gareth Pugh-Jones
Retired

"Very pleased with the sound and all round positive service received over many years"

Leighton Morgans
Director of Elev8 Land and Property Ltd

"Gower House Financial provide me with the comfort of knowing that my business and individual needs are catered for in a discrete and trustworthy manner and that my family are protected and secure"

Daniel Curnock
Head of Probate H.G.Walker Solicitors

"Gower House has provided us as professional Trustees with a diverse and comprehensive level of advice within a range of matters. I can highly recommend Gowerhouse Financial Ltd who I have always found to be very efficient and professional when dealing with our clients."

About Us
We are a family run Independent Financial Advisers providing holistic advice to both private and corporate clients.
Ideology: Client First

We strongly believe in getting the basics of business right!
We answer your emails.
We return your telephone calls.
We do what you ask us to do and when you want us to do it.
We respond to requests for information or assistance.

What we do

We listen to what YOU want, we assess, we advise.
We take pride in building long term relationships with our clients which in turn results in meeting their personal and financial goals.

Our Process
Broken Down Into 6 Simple Steps
UNDERSTAND

Our meeting with you is to understand your circumstances, lifestyle and more importantly, your aspirations. We will answer any questions you may have. We will outline how we work and the different levels of service available.

IDENTIFY

Once we understand your financial goals, we will  identify how we can build on any existing planning  in place, prioritise the services you require and capture the data we need to tailor a financial plan to suit your needs.

RESEARCH

We will research suitable solutions and services to meet your needs; we will identify appropriate tax and investment strategies and collaborate with industry specialists to develop a financial plan that underpins our advice.

PRESENTATION

We will present your financial plan and outline why we have selected each product or service. We will explain the features and benefits to you. We will answer any questions you may have and undertake any fine-tuning.

IMPLEMENTATION

With your agreement, we will implement your bespoke financial plan, ensuring all paperwork is signed and up to date, all carried out in an accurate and timely manner.

REVIEW

As you go through life, your circumstances and lifestyle will change. HMRC legislation and the products and services available in the marketplace change. To adapt we offer to undertake regular reviews of your plan to ensure it continues on track to meet your aims and objectives.

Our Services.
Some of the things we do

Tax Planning.

"We ensure that what we do for our clients is tax efficient."
  • Trust Planning
  • Inheritance Tax- Planning
  • Personal & Corporate Tax Planning Strategies
  • Probate Services

Retirement planning

"Retirement Planning does not have to be complicated."
  • ‍Private and Corporate Pension Planning
  • Pensions and Divorce
  • New  Flexi Drawdown
  • Pre & Post Retirement Planning
  • Self Invested Personal Pensions (SIPP)
  • Small Self Administered Scheme (SSAS)

Wealth Management

"Our clients have worked hard to accumulate their wealth so we do not take unnecessary risks. "
  • Risk Assessment
  • Asset Allocation
  • Portfolio Construction
  • Portfolio Review
  • Onshore & Offshore Solutions
  • Discretionary Fund Management

Protection

"We advise that our clients protect the things they value most. "
  • Critical Illness Cover
  • Life Assurance
  • Income Replacement
  • Private Medical Insurance
  • Long Term Care Provision
  • Key Director Protection
  • Partnership Assurance
  • Group Life
  • Relevant Life Plans
Our Team
Close Knit Family Business.
Salvatore Amura
Managing Director, Dip PFS

Salvatore began his career in financial services in 1979.He worked for 2 financial service institutions for over 16 years before he founded his own advisory firm. He later reincorporated and rebranded to Gower House Financial Ltd

Responsibilities:  Company Operations, Financial Planning

When not working loves: Family time first, Charity work, golf, keeping fit, and typical Italian foodie critic.

Helen Amura
Director

Helen has provided support services to the business for the past 16 years from managing accounts to various other company operations.

Responsibilities:  Company Operations

When not working loves: Spending time with my family, Charity work, Pilates and keeping fit in the gym.

Tom Amura
Financial Planner, CeFAP, DipFA.

Tom started working for an Independent Financial Firm at 18 dealing specifically in General Insurance. He then started work for a major high street bank as a financial adviser. He was there for 12 years in which time gained much experience across many financial areas. He then joined Gower House Financial April 2015.

Responsibilities:  Financial Planning

When not working loves: Playing Golf, Training in the Gym, walking my menace of a dog and the occasional surf.

Contact us
You have a question or need information?

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form

Visit us

Gower House Financial Limited
 3 Myrtle Grove,  Sketty,  Swansea.   SA2 0SH