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Rob Payne

Independent Financial Adviser

I am an Independent Financial Planner with over 35 years’ experience in retail banking, financial planning and investments, with the last 20 years with private clients.

I offer advice on Retirement planning, Business planning, Wealth planning, Inheritance Tax mitigation, Mortgages and Protection. I have a wealth of experience in providing bespoke Financial Advice to both Individuals as well as Businesses including Company Directors.

Expertise in

Financial Protection

Mortgage Advice

Retirement Planning

Wealth Management


Based in



South Glamorgan, Mid Glamorgan, Gwent

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