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About Us

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Welcome to Distinct Financial Solutions Wealth Management Limited

At Distinct, we provide honest and trustworthy financial advice to private and corporate clients across the whole of South Wales. We 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 our clients.

Our advisers are qualified and highly experienced, aiming to build long lasting relationships that can guide you through all stages of your financial life.
 

Why choose us?

Reliability
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.
 
Integrity
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.
 
Experience
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.
 
Service
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.

 

Our Services

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning 
    When do you want to retire and how much income will you need?
    The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. 
  • Life Assurance 
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection 
    Would you require a regular income or a cash sum if you suffered a serious illness or disability? There are other providers of Payment Protection Insurance (Short-Term Income Protection) and other products designed to protect you against loss of income. For impartial information about insurance, please visit www.moneyadviceservice.org.uk
  • Investments/Regular Savings 
    Are you making the best use of any spare capital or surplus income?
    The value of investments and the income they produce can go down as well as up and you may not get back as much as you put in. 
  • Mortgages 
    Do you want to reduce your current mortgage outlay or are you moving home?
    Your home may be repossessed if you do not keep up repayments on your mortgage. 

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.

How To Find Us

Main Office

Argyle House
10 West Street
Gorseinon
Swansea
SA4 4AA
Telephone. 01792 894100
Email. infodistinctfs.co.uk