About us

Who we are

We are a financial planning business based in Cardiff and have been providing professional planning advice since 1979.

We are passionate about helping businesses and individuals 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 them 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

David Pye

Certified Financial Planner

Andrew Pye

Financial Planner

Hilda Pye

General Manager

Noeline Packham

Office Manager

Janene Hamilton

Personal Assistant & Client Liaison Officer

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

Download now

Get Started

Come and chat with us about how we can help.

Learn more