We believe in being your trusted partner, helping you achieve financial peace of mind not just for today, but for your and your family’s tomorrow. 

We work with business owners, professionals, individuals and families to help them make the most of their finances so they can get the most out of life. 

By building relationships based on trust and confidence, and by keeping you informed about what you can expect from us, we aim to be a long-lasting and rewarding partner.

Mount Stuart Square has a long heritage of sound financial management, becoming a hub of Cardiff trade in the Victorian era. In fact, it is understood that the world’s first-ever £1m deal took place here.  

We carry on that tradition by putting you, our client, at the heart of what we do to make sure that you receive financial advice you will value and can act upon. 

With our support, you can protect the things and people you love, plan ahead for the future and use your money to achieve the things you want in life. 

Our advice is not just for today but for tomorrow. We can help you put plans in place to pass on your wealth to future generations. And for business owners, we can help with succession planning, to ensure your professional success lives on.