Meet our 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.
Nerys Office Manager / Administrator
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.
Pedr Financial Planning 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) under reference 149826. Registered office: 20 High Street, Lampeter, Ceredigion, Wales, SA48 7BG. Registered in England & Wales: 07048010.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.