Pontyclun Office
Our financial planners in Pontyclun, Wales, are here to help you live your best financial life.
Financial Planning Services in Pontyclun
At Finli, our financial planners in Pontyclun, Wales, are here to help you take control of your financial future with expert guidance and a personalised approach. Whether you’re managing today’s uncertainties or planning for tomorrow’s goals, we’re with you every step of the way.
Our financial services in Pontyclun include:
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Prepare for a secure retirement with expert pension advice and planning strategies.
- Financial Planning: Bring all aspects of your financial life together with a personalised, holistic plan.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection solutions.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
Our Pontyclun team is dedicated to helping you achieve your financial goals with confidence. Get in touch with us today to find out more.
Meet our Pontyclun team
Gary Prewett DipPFS Director & Financial Planner
Gary has worked in the Financial Services industry for over 30 years, initially as a Financial Consultant with Prudential before becoming a Financial Adviser.
He was the Director of Glamorgan Financial Services before the merger with PDB Wealth Partners Ltd. He is fully qualified to advise in most aspects of financial planning specialising in Investments, Pre and Post Retirement Planning and is a Long Term Care specialist.
Outside of work his interests are spending time with his family, walking the dog, wine and golf in that order. Gary’s most stressful hobby would be following Wales teams in anything they are competing in.
Paul Barnes DipPFSDirector & Financial Planner
Paul has worked in financial services for over 25 years, holding a variety of positions with Lloyds, AMP, Henderson Global Investors and Legal & General before becoming a Financial Adviser in 2008.
Working with Finli continues to be the most enjoyable and rewarding time of his working life.
He considers himself very fortunate to meet new and interesting people on almost a daily basis and has built some great relationships with his clients over the years.
He supports several other financial practices with specialist pension and retirement advice – his area of expertise. When he’s not working, his two young boys take pretty much all of his time.
Any spare time will find him having a nice meal out or watching some live sport.
Tom Gosling DipPFSFinancial Planner
Tom has worked within Financial Services for over 10 years. After completing his Master’s Degree in Financial Management in 2014, he started his career as an Advisor Support before progressing into a Financial Planning Role.
He considers himself very fortunate to support clients with their financial planning and values building long-term relationships with them.
Outside of work, his interests are spending time with his family, eating good food, and watching sport, in particular following Tottenham Hotspur.
Holly Perry DipPFSFinancial Planner
Holly completed her degree in Business Accounting and then began working as a Project Support Officer within Audit before joining the Financial Services industry in 2019.
Since then, Holly has completed the Chartered Insurance Institute’s Diploma in Regulated Financial Planning, and she now provides advice across most areas of financial planning including investments, pensions, and protection.
She is delighted to be part of such a great team and enjoys providing holistic financial planning and support to our clients.
Outside of work, she enjoys spending time with family and friends, going out for nice meals and walks.
Dave WestcottFinancial Planner
Dave has worked in the Financial Services Industry for over 35 years.
Initially he worked as a Financial consultant and manager for Prudential and then set up his own independent financial business.
Before the merger with PDB Wealth Partners Ltd, he was the director of Lifestyle Financial Choices Ltd.
He is fully qualified to advise in financial planning, specialising in Investments and Pre and Post Retirement planning.
Outside of work, his interests are spending time with his family, travelling, walking and football.
Chris BlacklerFinancial Planner
Chris has worked in financial services for over 20 years and provide broad based advice, to all types of individuals, couples and households, helping them with practical solutions to the financial issues that concern them.
He ensures clients are the centre of everything he does as a financial planner and believes that getting to know what makes individuals tick and learning about their life goals form the main part of his client relationships.
One of his aims is to work with all parts of a family through inter-generational financial planning, striving to maintain, preserve and enhance the financial legacy.
Whether initially or on an ongoing basis, Chris enjoys developing and nurturing relationships with clients and helping them with solutions that will attain their short, medium-term and long-term goals.
Outside of work, he enjoys travelling with his wife and 3 children, and is also an avid watcher of various sports with a keen interest in rugby and football.
Matthew JonesFinancial Planner
Matthew has worked in financial services for nearly 30 years, having successful careers working for Legal & General, Royal London, Quilter as a
Wealth Management Consultant and latterly for
Copia Capital Management as a Senior Sales
Manager.
He gained his Dip PFS qualification in 2012 and
specialises in Investments, Pensions and
Inheritance Tax planning. Matthew enjoys having positive relationships and putting meaningful and robust financial plans in place for his clients and
their families.
He’s a golf enthusiast, loves collecting and
drinking wine, football and rugby (amongst
other sports), holidays, spending time with his
family and walking their 3 mini dachshunds.
Jayne LockProtection Adviser
Jayne has been in Financial Services for over 30 years with a variety of roles. She started her career working for the Principality Building Society, which led to her following her interest in the Financial Sector.
Jayne has a dual role in providing advice on Protection needs to Commercial and Individual clients, and provides administrative support to our financial planners.