I help people to navigate their way through what is today's evermore challenging financial environment. I do this with a commitment to building and sustaining long-term client relationships based on trust, first class service and quality ongoing advice, my philosophy is to ensure financial peace of mind for clients and their families both now and long in to the future.I have recently undergone rigorous professional qualifications through the St. James's Place Academy with the goal of being appointed as a Financial adviser operating throughout Mid-Wales and beyond. Having received invaluable financial advice myself many years ago, I am now committed to helping people formulate their own plan in order to help them achieve their life goals.I have nearing 20 years of professional experience in customer service and client relationship building, along with a successful sporting career spanning longer still. I am acutely aware that longevity and success in both fields is built on a foundation of commitment, discipline and dedication. These are the very same principles I pledge to apply when looking after my clients, through the services I provide with CSV Financial Management.If you would like further details, please message me or view my website at www.csvfinancialmanagement.co.ukOutside of work I am a Semi-professional footballer for Penybont FC in the Welsh Premier league and enjoy an active lifestyle. I also have a young family which are my driving force in life.The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.Trusts are not regulated by the Financial Conduct Authority.CSV Financial Management is an Appointed Representative of St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 19/12/2024