116.7 miles away from NG2 1AE
41 Coed y Felin
New Inn
Gwent
NP4 0BX
We are based near Pontypool in Torfaen, Banyard IFA was formed by us in October 2016. We are a true partnership, our business is run by a husband and wife team - Jane and Mark Banyard. After long careers in the Banking, IFA and Financial Services sectors, we saw the need in 2016 to start a family value- based, local company, offering our clients truly independent financial advice at a fair and transparent cost.
We take time to get to know our clients - what makes them tick and what is important to them - before tailoring a financial plan and then reviewing the plan during a long term, trusted relationship.
We have worked extensively throughout the South Wales area and are happy to travel to you. We find it easier to see you at your home where you are more likely to be able to put your hands on all your paperwork!
- Face to face advice, we are a people business not a telephone or remote, automated service
- Initial meeting without cost or obligation. We come to you and see if we can help
- Investment and Retirement Planning, we review of existing plans and help to reduce costs and risks where appropriate, we can help you understand the plans you have and how they work
- We are both Pension Transfer Specialists with experience in helping clients understand their company pensions, including Defined Benefit Schemes
Registered in England and Wales number: 10423069. Authorised and regulated by the Financial Conduct Authority. To verify our status please visit the FCA Register. Our FCA number is 797019.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.