slider

Welcome to Seer Green Financial Planning

Financial advice for pensions, investments, tax planning, mortgages and insurance.

CALL US NOW

01633 816 522

Welcome to Seer Green Financial Planning Limited , Financial Advisers in Barry, Vale of Glamorgan.

OUR AIM IS VERY SIMPLE: TO PAVE THE WAY FOR A MORE SECURE FINANCIAL FUTURE FOR YOU, YOUR FAMILY AND FOR BUSINESSES OF ALL SIZES.
  • We create financial plans which are based on a thorough understanding of our clients current financial situations and goals and which meet their future needs. Most importantly, we offer clear, no-jargon and advice on the most appropriate financial products for their specific circumstances.

  • Whether you have big financial goals ahead or simply want to ensure that you, your family and your assets are properly protected, we can help you build a brighter, more secure future.

  • You are the focus of our business: You, your life, your family, your future.

  • Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

  • This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

  • Call us today on 01633 816 522 

icon icon
icon icon
icon icon

6b St Nicholas Road, Barry, Vale of Glamorgan, CF62 6QW

Send us an email to enquiries@seer-green.com