WELCOME TO Pedr Financial Planning
Financial advisers located in Lampeter, Ceredigion
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Who we are and what we do
Pedr Financial Planning was established in September 2007.
The company is located in Lampeter – a small market town in Ceredigion. At the heart of the welsh countryside, our advisers are able to provide friendly services in both Welsh and English.
With a combined overall experience of over 50 years, our advisers have something that cannot be taught – Experience!
Our main financial services
We offer a full range of financial services and have highlighted three of our most popular below.
Savings & Investments
Our plan for you
Registered office address: 20 High Street, Lampeter, Ceredigion, Wales, SA48 7BG
Registered in England and Wales under reference 07048010.
Pedr Financial Planning Cyf is an appointed representative of TenetConnect, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.