Heddwyn James 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.
My 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.
Ruth Lloyd Client Care Manager
Ruth has recently come on board to Arian as my personal assistant. Ruth has over 25 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.
Ruth will be 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 enjoys any opportunity for a chat.