Call Pedr on 01570 421925

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.

Call us today on 01570 421925 or email us at info@pedrfinancialplanning.co.uk and we'll be pleased to help you.

ABOUT

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!

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Financial Services

Our main financial services

We offer a full range of financial services and have highlighted three of our most popular below.

Mortgages
Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out...
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Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
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Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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How We Work

Here's how we formulate the plan towards your goals

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.

Our plan for you

1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
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Where we are

20 High Street, Lampeter, Ceredigion, SA48 7BG

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.

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