Our Team

Alun has over 28 years’ experience working in Financial Services, the first 8 years with Prudential as a ‘Man from the Pru’ (Financial Adviser) in the Lampeter area where he was born and raised. He became an Independent Financial Adviser in 2001 and established Pedr Financial Planning in September 2007, with the prime objective of providing a personalised service to match client’s ongoing advice requirements locally and throughout Wales. Alun is fluent in Welsh and English and can provide services in both languages.

Roger has over 28 years’ experience working in financial services, initially as a Manager with The Principality for almost 15 years in Lampeter and Aberystwyth. He has worked as an Independent Mortgage Adviser through Pedr since 2007. As someone who was born in Lampeter and has worked locally for most of his life, he can offer extensive independent advice, with a thorough understanding of the local area and needs of the local community.

Nerys was born and raised in the local area and is a fluent Welsh speaker. She holds a supporting role within the firm, which underpins the valued service we provide to our clients. Her previous managerial role has helped with her organisational and administrative skills have proved invaluable to the firm and we are very grateful to have her onboard.