About Us

About Seer Green Financial Planning

With our Head Office located in The Vale of Glamorgan and clients located throughout the UK, Seer Green Financial Planning is a team of qualified experts who provide robust advice on all matters relating to mortgages, investments, pensions, tax planning, protection and insurance – both personal and corporate.

The team here at Seer Green Financial Planning doesn’t believe in complicating things – the benefits for our clients are predicated on providing robust financial advice – clearly-presented, well-researched and smartly-managed.

You’ll find we are different to deal with than other firms – we are energetic, incisive, bright and dependable – get in touch, we’d be delighted to help you where we can.

 

Corporate solutions:

Auto-enrolment & company pension schemes

Is your business prepared for pensions legislation that compels every employer to deliver a pension scheme for its employees?

Insurance & business protection

Are your business and your assets adequately protected, and in the most cost-effective way?

Directors / shareholders

Do you have key-man insurance and / or director / shareholder protection in place?

Employee benefit schemes

Would you like to enhance your ‘employer brand’ and provide more for your employees?

Tax planning & mitigation

Is your business operating in the most tax-efficient way?

 

Personal solutions for individuals / families:

Pension planning

When would you like to retire and how much income will you need?

Life assurance

How much cash would your family need to maintain their current lifestyle if you were to die prematurely?

Income protection

Would you require a regular income or a cash sum if you suffered a serious illness or disability?

Investments & regular savings

Are you making the most appropriate use of any spare capital or surplus income?

Mortgages

Do you want to reduce your current mortgage outlay, are you considering a buy-to-let, or are you moving home?

Meet the team

You’ll find everyone working at Seer Green Financial Planning knowledgeable, pro-active and friendly – and at all times remaining sensitive to each individual client’s specific circumstances..

  • team

    Lucy Whatley

    Administrator

    lucy.whatley@seer-green.com

    01633 816 522

    As Office Manager Lucy is responsible for all aspects of administration and organisation, as well as liaising with clients and our product and service providers. Lucy first came to Seer Green in 2012 via the Jobs Growth Wales programme. Lucy has been promoted to Office Manager and she is now responsible for all aspects of administration and organisation, as well as liaising with clients, our product and service providers and dealing with our compliance team.  

  • team

    Ian Bavey - FPC MAQ

    Director and Mortgage and Protection Adviser

    ian.bavey@seer-green.com

    01633 816 522

    Ian has worked in the financial services industry for over 20 years. Ian started his career as a Paraplanner, and moved to work in the City of London in the year 2000, qualifying as a Financial Adviser just a year later. Having worked primarily in the employee benefits sector Ian became a qualified mortgage adviser in 2001, and has been specialising in mortgage and protection advice ever since. Ian has a modern, streamlined approach to mortgage and protection planning, which results in his clients obtaining well-researched, specialist, tailored advice, in an expedient and hassle-free manner.  

  • team

    Siobhan Thomas - MSc, Dip PFS

    Financial Adviser

    siobhan.thomas@seer-green.com

    01633 816 522

    Siobhan originally qualified with a Masters degree in Business Psychology and then decided to follow a career in financial services, taking her professional qualifications and becoming a financial adviser. Siobhan prides herself on delivering jargon-free and individually-tailored packages to her clients. She strongly believes in providing a personal service with regular, clear communications. Siobhan specialises in investment advice and pensions planning for both corporate and private clients.  

  • team

    Kate Mail - BA (Hons)

    Administrator / Paraplanner

    kate.mail@seer-green.com

    01633 816 522

    As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients. Kate originally qualified with a BA Joint Honours in Ancient History & Archaeology from Cardiff University in 1999. Now as Paraplanner, her role includes supporting our financial advisors / planners by preparing and maintaining clients’ files, preparing recommendations, helping to implement recommendations and organising client reviews.  

  • team

    Gerry Williams - Dip PFS

    Financial Adviser

    gerry.williams@seer-green.com

    01633 816 522

    Gerry has worked in the financial services industry for 25 years. He started with Legal & General in direct sales in 1991, progressing onto The Wesleyan Financial Services where he spent 3 years winning several awards for his achievements. Gerry became a Financial Adviser in 2002. Gerry has worked in the financial services industry for over 25 years and he currently specialises in pensions, investments, and protection.  

  • team

    Charles Hammett

    Director and Financial Adviser

    charles.hammett@seer-green.com

    Charles has almost thirty years’ experience in financial services, having worked as a commercial bank manager for Royal Bank of Scotland and Clydesdale Bank prior to becoming a Financial Adviser. He has advanced qualifications in business financial planning and tax and trusts, and specialises in advising company directors, business owners, trusts, and individuals who wish to grow and protect their wealth. Charles also has experience in assisting clients, by referral, with purchasing commercial properties within Sipp and Sass pension schemes.

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

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