Our Company

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Financial Advice… pure and simple

 

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A Digital Agency

We have full digital capacity to handle and update transactions online.

Forward Thinking

We keep our ear to the ground to make sure your future is well cared for.

Problem Solvers

Years of experience to solve those inevitable problems before that become a problem!

Customer Support

We are people people, and pride ourselves on outstanding customer service.

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

After we have gathered all the necessary details we will analyise the information.

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

We present our recommendations in a simple and straight forward way, with a full written explanation of all the 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

Andrew Thomas

ACII - Director RED DOT (CYMRU) LTD

Andrew is an Associate of the Chartered Insurance Institute and has been awarded the title Chartered Insurance Practitioner

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