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Our Team

Meet our team

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Alun Williams - DipIP PFA Independent Financial Adviser

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 Thomas Mortgage & Protection Adviser

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.

Emma Medi Jones Office Manager

Emma joined Pedr Financial Planning as a qualified Financial Adviser in 2019. She holds a BA (hons) degree in Business, Finance and Management and has a Masters in Business Administration (MBA). She was born and raised in the local area and is a fluent welsh speaker. Emma holds a support role within the firm, which underpins the valued service we provide to our clients. Her organisational and administrative skills have proved invaluable to the firm and we are very grateful to have her onboard.

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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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