About Us
We’re proud to be a safe pair of hands, a trusted adviser, and a vehicle for positive change. We do what we do for the right reasons — to help people understand important financial information, safeguard their finances, and achieve the lifestyle they want to live.
Professional
We are professional business people who specialise in working with successful business owners.
We have worked closely alongside respected accountancy practices for over 18 years. They continue to refer their trusted clients to us in the knowledge that we will look after them, and that we are a safe pair of hands.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteMeet Our Team
Accomplished
We hold ourselves to high standards and we are committed to ongoing learning and development.
We aim to surround ourselves with the highest quality peer group, and we were the first firm in Wales to become members of the esteemed Best Practice IFA Group – comprising some of the most successful financial planning firms in the UK.
We engage with the Nextgen Planners community, to contribute positively to the future of our profession.
Modern
We run a modern practice, well equipped to adapt to a modern and changing World.
We embrace technology to improve efficiency and reduce administration, providing our busy business clients with a smooth and efficient service.
Our ongoing wealth management service encourages our clients to engage with and keep track of their finances via an interactive, secure client portal.
We’re Proud to be Chartered
We are proud to have attained Chartered Financial Planners status which is a symbol of our technical competence and signifies a public commitment to professional standards.
Committed
We are Associate Members of the Consumer Duty Alliance. Members are committed to an independent Code of Professional Standards stating how they will always seek to deliver good outcomes from the advice they give.
We are committed to the Financial Vulnerability Charter, to provide vulnerable customers with a service that recognises their unique circumstances and delivers the same outcomes that they would expect if they were not in vulnerable circumstances – A safe pair of hands when you need them most.
Responsible
We believe in taking a responsible approach with our business.
We have embraced technology such as digital signatures to significantly reduce our paper consumption and we engage with product providers digitally wherever possible.
We offer our clients our Go Green Paperless Service, providing them with documents digitally via their secure client portal rather than posting paper copies.
Climate Action Workforce
We are a Climate Action Workforce which means we offset the entire carbon footprint of all our staff.
Every month, our contribution goes towards planting trees in our company forest, and financing carbon reduction projects around the world.
Dafydd also drives an electric car!
View our positive impact page via the link below.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteView Our Positive Impact
Would you like more information? Get in touch, to speak to an adviser.
If you are a business owner and would like to discuss how we can help you, please contact us for an initial meeting.
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteContact Us