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Financial Advisor in South Wales

Darren Hopkins

I am in Independent Financial Advisor in South Wales. I’ve worked in the industry since March 1986 and I pride myself on providing financial advice in a clear and easy to understand way.

I can provide financial advice on all areas of investments, pensions, life insurance and critical illness.

Building good and long-lasting client relationships is at the heart of my business and as I am an independent financial adviser, I can provide advice on products & services from the whole market.

I provide financial advice throughout South Wales.

You’re initial consultation is complimentary.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance