Independent Financial Adviser
I love my work as an independent financial adviser based in South Wales. I have experience in financial services dating back to 1985. I formed Arian Financial Planning Ltd with a view to providing honest and professional financial advice to all.
I am Welsh speaking – Siarad Cymraeg.
Through the efficient use of the latest technology and cost saving measures, I am able to offer my services at a competitive level.
Our clients are assured of a personal service at all times by providing recommendations in a clear and simple to understand manner, with regular reviews being integral to our relationships.
Qualified to diploma level. Statement of professional standing (SPS) obtained.
Client Care Manager
Ruth joined Arian right at the beginning. Ruth has over 30 years experience in customer service.
We have known and worked together for several years whilst both at Barclays, and during that time created a great working relationship. Ruth is enthusiastic and committed whilst being very much focused on providing a quality and efficient service.
The reality is that Ruth is the boss around here. If something needs doing, Ruth will remind you!
Ruth is responsible for looking after some of the administration processes and also may contact you on my behalf from time to time, you can leave a message with her if I am not available, she always enjoys any opportunity for a chat.
In her spare time she enjoys spending time with her family and a good walk with Cadw!
Heulwen joined us in 2019 to help us out with the ever increasing workload.
She brings with her 18 loyal years of customer services experience from Barclays. Her contagious smile and wickedness means you have to be careful what you say around her as it will come back to haunt you one day.
Heulwen is busy helping out with research, keeping client records up to date and may well contact you from time to time to arrange reviews etc.
When she’s not in work she enjoys working on the family farm with her husband and little girl. They have plenty of sheep and work to keep themselves amused. She also enjoys walking around the beautiful Welsh countryside and a bit of reading on the side.