Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Wyn Morgan

Independent Financial Adviser

I have over 35 years ‘experience as a financial adviser within and around the Aberystwyth area.

I have developed close relationships with my clients over many years and now am dealing with a third generation in some households.

Mwy na hapus i cynnal cyfarfodydd trwy cyfrwng y Cymraeg.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Aberystwyth

Covers

Dyfed

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Aberystwyth

Covers

Dyfed

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