A Digital Agency
Forward Thinking
Problem Solvers
Customer Support
Our Expertise
RED DOT (CYMRU) LTD offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
Our Work Flow
Understanding your situation
Before any recommendation can be made, we work to understand your current situation
We gather details of your personal and financial circumstances, we discuss your needs, your goals and your attitude to investment risk. What we learn will form the basis of our future analysis and recommendations. By taking time to really get to know you and what’s important we can tailor our recommendation specifically to you.
Analysis and Design of your Strategy
We use the latest analytical tools to create a breakdown your existing arrangements and how they are performing relative to your current needs and goals. We also take into account your tax situation to maximize your tax efficiency. Once we have completed our analysis we design a strategy for you and your future.
Presenting our recommendations
Ongoing service and information
As a client of RED DOT (CYMRU) LTD we always provide ongoing support through face to face meetings or phone calls when required. These can be arranged at a time and location to suit you.
Andrew Thomas
ACII - Director RED DOT (CYMRU) LTD
Andrew is a fully authorised adviser with additional qualifications for Equity Release
His primary role is to provide clients with advice and personal service on financial planning issues. He has over 25 year’s professional experience as a financial planner