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See what our clients have been saying about us.

Jackie R

Fantastic service from Roger Thomas at Pedr Financial Planning.  My advisor was there whenever I needed him to answer my questions and give advice. When I dropped out of the sale of my first house and found a second property, he didn't bat an eyelid and did everything he could to secure me another mortgage even though it meant going through the process again. My experience of buying a house was long winded and not straightforward. Thankfully,  securing the mortgage was easy thanks to Roger at Pedr. - West Wales, August 2021


A. Thomas

Have know Alun for over 20 years which works with Pedr Financial Planning, during which he has advised my mother, brother and my self.

These have included, investments, pensions, life insurance etc. His personal  advice has always been valuable and also includes annual reviews which is worth doing as he can show all the changes to us, he is always up to date and I have found his advice really helpful and supportive.

He comes to the property, nothing is too much trouble for him and comes to us when we are available.. He deals with all matters we have on our Investments & Pensions and has clear understanding of our needs. - Carmarthenshire, August 2021

D Williams.

I am very happy with the service provided by Alun Williams at Pedr Financial Planning. I feel confident when entrusting them with investing my money. You get guided through the investment process and kept up to date with all developments. It is refreshing to talk to people you know and trust who are always ready to help. I highly recommend Pedr Financial Planning for all your investment needs. - West Wales, August 2021


I would just like to tell everyone about the great service I’ve had from Pedr Financial Planning in general and from Alun Williams in particular. After my parents died and their house sold, like many others I had a lump sum which I wanted to invest somewhere other than just a bank with it’s currently low, low interest rates. I guess the days of 10% are gone for good!.
Alun came out to talk it through and find out exactly what I wanted and needed and what level of risk I was prepared to accept. He then came back with a plan (I love a man with a plan!), even my picky son was happy about it! After signing the biggest cheque I’ve ever written, the plan is an actuality. And I don’t feel too faint!
So I would like to vote a big thank you to Pedr and to Alun. Just stay in business for a long time, ok? - West Wales, August 2021

D J.

I honestly can’t thank Roger Thomas enough for arranging my Mortgage. I would never have been able to understand the complexities of finding the right company and product without speaking to Roger. He has given me the confidence to apply for a Mortgage and to make an investment by clearly explaining in a language I can understand. Roger answered all my questions and concerns and has always been available to help me and my other half.  He has helped  me every step of the way  clearly explaining to me what I need to do and organising the process brilliantly.
I genuinely can’t recommend my Mortgage adviser Roger enough, he’s made it possible for me to achieve some lifelong ambitions that would never have been possible without his expert help.

A very big thanks again to Roger Thomas from Pedr Financial Planning.


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20 High Street, Lampeter, Ceredigion, SA48 7BG

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Pedr Financial Planning is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Pedr Financial Planning is entered on the Financial Services Register ( under reference 800006.

Registered office: 20 High Street, Lampeter, Ceredigion, Wales, SA48 7BG. Registered in England & Wales: 07048010.


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