About Savvy Wealth Management

We are a team of award winning financial planners providing good honest advice.
We specialise in Investment, Retirement and estate planning, from the comfort of your own home, a nice relaxing coffee shop or our office based in Pontypridd town centre.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group risk
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started