Rhian previously worked in Government Policy and Communications before deciding to change her career into the Financial Services. She has a BA (Hons) degree in Business Studies, a Level 4 Diploma in Financial Planning and is working to achieve Chartered Status.
Rhian prides herself on building strong and trusting relationships with her clients and aims to give her clients peace of mind regarding their personal financial affairs. She enjoys working with multiple generations across the same family from young families looking to save for the future and protect their assets to the older generations who wish to tax efficiently pass their hard earned wealth to their family.
Rhian’s advice covers all areas of Wealth Management including but not limited to retirement planning, wealth protection, saving and investment planning. She is a qualified member of both the Personal Finance Society and the Chartered Insurance Institute.
Rhian is always friendly, professional and extremely prompt in response to my rambling emails or texts. She has been a huge help to both me and my husband, always putting our minds at rest especially in these uncertain times!