Meet our team

Stephen Cole

Stephen Cole

Stephen Cole DipPFS

Independent Financial Adviser

About me

I am an experienced Independent Financial Adviser with 28 years experience and take the time to understand my clients’ needs and goals. My job is to provide you with a solution tailored to your circumstances, and to support and guide you throughout your financial planning journey. I specialise in offering expert advice in a wide range of areas, including Pension and Retirement planning, Investments, Inheritance and estate planning and protection planning.


West Wales