Financial Planning Week 2012 = Free Advice For All

Bevan & Buckland Accountants logoSouth Wales IFAs Open Their Doors, Offering Free Financial Advice For All

Seven of South Wales’ leading independent financial planning firms, including Bevan & Buckland, are to open their doors to local residents in need of financial guidance.

The firms – based in Swansea, Cardiff, Newport, Bridgend, Cwmbran and Taffs Well – will be offering their expertise free of charge on selected days during Financial Planning week, which runs between Monday 26 and Friday 30 November.

The firms are inviting anyone who would like free financial advice to call in to see them, during which they will be shown how they can take simple steps to gain control of and improve their financial situation.

The whole-of-market financial planners and IFAs can offer advice across a wide range of areas, from pensions and investments, to protection and setting up businesses. The advisers will offer practical tips, tools and information in an effort to leave people better off, and feeling more positive about their financial futures.

Gareth Tregidon, Financial Planning Manager at Swansea-based Bevan & Buckland Chartered Accountants, and one of the seven firms offering this service, comments: “These are challenging economic times, and there are a great many people in South Wales who could benefit from expert financial advice.

Everyone can improve the way they organise their finances, and doing so can make a real difference to people’s lives. We hear a lot about rising debt and people’s lack of savings and pension provision, but we rarely hear about any positive action taken to help people to sort things out for themselves.

Sometimes people can be wary of financial advisers, but with seven of the top financial planning firms offering free advice during Financial Planning Week you’ve got nothing to lose and potentially a lot to gain”.

If you or someone you know in the general Swansea are would like to take advantage of this offer please contact Bevan & Buckland using the details below.  Alternatively, if you know someone in or around Cardiff, Bridgend, Newport, Cwmbran or Taffs Well who would also welcome this free service let us know, and we will let you have details of the closest firm offering the service in that area.

Gareth Tregidon

Gareth Tregidon is manager of Bevan & Buckland’s Financial Planning Department, which operates from the firm’s Swansea, Pembroke and Haverfordwest offices. The department provides fee-based advice to personal and business clients, both from within the firm and elsewhere.

As well as having over 25 years’ experience in the provision of financial advice, Gareth is a Certified Financial PlannerCM and an accredited Later Life Adviser with the Society of Later Life Advisers (SOLLA).  He is former Chairman of the Institute of Financial Planning in South Wales, and an assessor for the internationally recognised Certified Financial PlannerCM licence. 

http://www.bevanbuckland.co.uk/services/financial-planning

Bevan & Buckland Accountants Swansea Tel: 01792 410100

Bevan & Buckland Accountants Haverfordwest Tel: 01437 760666

Bevan & Buckland Accountants Pembroke Tel: 01646 682383

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