Mon - Fri: 9:00 - 17:00
3 Myrtle Grove, Sketty, Swansea
Independent Financial Advisers based in South Wales
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.
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 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.
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.
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.
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.
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.
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.
"We ensure that what we do for our clients is tax efficient."
"Retirement Planning does not have to be complicated."
"Our clients have worked hard to accumulate their wealth so we do not take unnecessary risks. "
"We advise that our clients protect the things they value most. "
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 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 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.
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Gower House Financial Limited
3 Myrtle Grove, Sketty, Swansea. SA2 0SH
We are a family run independent financial adviser firm.
