Mission
Our company aim is to fully understand the needs of our clients and use our expertise to deliver an appropriate solution.
How we can help
Our personal & professional service is tailored to meet the changing needs of our clients. Customer Service is a key priority and we offer a flexible appointment service to ensure that you can meet with us at a time and place that suits you.
Why Choose Cynon Wills and Estate Planning?
With over 25 years in the Financial Services Industry I have a wealth of experience to bring to this very important aspect of Financial Planning. A well crafted Will is essential in ensuring that your wealth passes to the next generation in as tax efficient way as possible, whilst providing for the people who are truly important to you.
By taking time to get to know my clients, I help them reach good decisions and achieve peace of mind. Their wishes really will be carried through so that they can get on with the business of enjoying life.
Married with 2 grown up children I fully understand the challenges that face families on a day to day basis and can draw on my own personal experiences to help my clients find solutions that fully meet their needs.