Who we are
We are a family run financial planning business based in Cardiff and have a long history of providing financial advice since 1979.
We are passionate about helping individuals and business owners achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for themselves and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Meet our team
Andrew Pye
Principal Adviser
Andrew Pye
Principal Adviser
I have had over 10 years experience within the banking and finance industry prior to starting Pye Financial Services.
Throughout my career, my goal has been to help clients achieve their financial objectives by taking the time to understand their needs. I work with you to put a plan in place that is unique and tailored to your situation.
As the Principal Adviser, I work with you to understand your needs and any changes to your circumstances and how this may impact your goals, now and into the future. Whilst I look at all areas of financial planning advice, I do specialise in retirement and future retirement planning. As a specialist practice in this space, we stay informed of the many and continual changes with legislation that can impact your future planning. I pride myself on being a trusted advisor to our long term clients, and someone to talk to when ‘life happens’.
- Advanced Diploma of Financial Planning
- Certificate IV – Finance & Mortgage Broking
- Authorised Representative of AMP Financial Planning
- Authorised Credit Representative of AMP Financial Planning
- Bachelor of Economics
Viera Pye
Practice Manager
Viera Pye
Practice Manager
My job is to ensure the office runs smoothly- I take care of preparing the advice documents and ensure everything is implemented with ease and efficiency.
I have over 12 years experience in the financial services industry, and hold a Bachelor of Business (Accounting and Financial Planning) and Certified Financial Planner designation. I aim to make you feel welcome and ensure you have a great experience working with us.
Janene Hamilton
Client Service Administrator
Janene Hamilton
Client Service Administrator
- Certificate 1V in Financial Services
- Client Services and enquiries
- Administrative Support to the team