Planning financial futures since 2002
From our offices in London, Swansea and York, we offer a service that is underpinned by six core principles:
For over twenty years, our company has helped clients across South Wales and further afield plan their financial futures.
Hexagon: our six core principles
4. Highly experienced
With nearly 200 years’ combined experience, our team of qualified advisers continually enhance their knowledge to provide you with the most effective financial strategies.
5. Local
We service clients from our offices in London, Swansea and York. We are happy to tailor our meetings to suit you - either at our office, in your home, online or at a venue of your choice.
6. Innovative
With the financial world ever-evolving, we aim to stay ahead by embracing innovation. We use the latest financial tools and techniques to offer you the most dynamic and effective financial advice.
1. Strong, long-term relationships
We’re here to support you through every stage of your financial journey. We aim to build long-lasting relationships with our clients by providing a reliable, and effective advice service that is bespoke to them.
2. Ethical and transparent
Our goal is to foster trust through clear communication and the highest standards of ethics and integrity. From the outset we are transparent about our fees, processes and advice.
3. Independent
As an independent firm, we have the freedom to recommend products and services from right across the market, ensuring you receive unbiased advice.