Your Money, Your life, our plan
Cyfri Cyfyngedig is an established firm of independent financial advisers based in Lampeter, Ceredigion. With years of experience and a passion for helping clients achieve financial security, we offer a comprehensive range of services to individuals and businesses across the region.
Our Services
Personal Planning & Investments
- Pension planning and review
- Savings and investment strategies
- Asset allocation and portfolio management
- Tax-efficient planning and wealth preservation
Insurance & Protection
- Comprehensive insurance review and recommendations
- Life assurance to protect your loved ones
- Critical illness and income protection
- Private healthcare insurance
Business & Corporate Services
- Corporate tax planning and compliance
- Business planning and financial analysis
- Employee benefits scheme establishment and review
- Financing and debt management solutions
Long-Term Care & Estate Planning
- Long-term care planning and eligibility assessment
- Estate planning and succession strategies
- Tax optimization for retirement and inheritance
Key Expertise & Philosophy
Our team of experienced professionals believes in a personalized approach to financial planning. We take the time to understand your individual needs, goals, and financial circumstances before developing a tailored plan that aligns with your unique circumstances. Our values are:
- Integrity: Our clients' interests always come first.
- Professional Expertise: We stay updated with the latest regulations and financial innovations.
- Client Communication: We foster open and transparent communication throughout the planning process and beyond.
Reviews
Be the first to review P J E Accountants.
Write a Review
