Distinct Financial Solutions provide honest and trustworthy financial advice to private and corporate clients across the whole of South Wales. They aim to deliver a very personal service at the highest level of reliability and professionalism and help manage in excess of £145 million on behalf of their clients.
Their team of advisers are qualified and highly experienced, aiming to build long-lasting relationships that can guide you through all stages of your financial life. Gower Life asks Director Jason Watkins why clients should choose Distinct Financial Solutions.
The ability to depend on your Adviser is critical, in all aspects of the service they provide. You can rely on Distinct Financial Solutions to do what they say they will do in a timely fashion and that we will be there for you when you need us.
We have always acted in the best interest of our clients. We are proud of the fact that we are known for treating our clients with respect, courtesy and professionalism. This is why we are regularly recommended by solicitors when there are matters of a sensitive nature to be dealt such as divorce, probate and advice to the elderly.
With over 140 years of combined industry experience between our advisers, and the capability to advise across all areas of financial planning, you can be sure that our team will have the skills and depth of knowledge to provide you with appropriately tailored solutions.
As a practice we put service at the core of our proposition, we listen to you, and respond promptly to any requirements you may have and maintain that we treat all our customers fairly. As a client of Distinct Financial Solutions you will have access to your adviser through our office, on their mobile phone out of office hours, email and in some circumstances 24/7 through your own personalised client site.
Excellent range of services
We offer a comprehensive financial planning service for all your investment and protection needs:
When do you want to retire and how much income will you need?
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Are you making the best use of any spare capital or surplus income?
Do you want to reduce your current mortgage outlay or are you moving home?
For more information call
Jason Watkins Dip (PFS)
Distinct Financial Solutions Wealth Management Ltd
Argyle House, 10 West Street, Gorseinon, Swansea, SA4 4AA