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Thursday 2nd July | 11:22 PM
Two Six Financial offers bespoke financial planning solutions for private and corporate clients

What's in a name? Click here to find out
 

About

What we do:

We deliver a financial planning service to our clients of the highest quality. We work closely with other professionals to ensure clients have the right advice from the right person.

Ethos:

Our ethos is captured by one
word, SERVICE.

We do some simple things that our clients like:
  • We return telephone calls
  • We answer emails
  • We respond to requests for information or help

And we do these things promptly! We also believe clients should be asked what THEY want and not told what they should have.

 

Our Team:

The Two Six team all fully understand, and endorse, the company Ethos and service standards but are all very different as you can see...

Jeff Charles
Managing Director
Dip PFS, Certs CII (MP &ER)
jac@26financial.co.uk
07970 684983

All artwork reproduced with the permission of Ethan aged 9 and Ollie aged 5.
After a short period working for the Ministry of Defence, Jeff entered financial services in 1991. He founded two other advisory firms prior to launching Two Six Financial and continues to advise Private and Corporate clients.
  • Responsibilities: Company operations, Financial Planning
  • When not working loves: Doing anything with my family
  • Favourite holiday spot: Mauritius
  • Best Sport: It was cycling (50lbs ago) now golf

Andrew Williams
Associate Director
Dip PFS, Certs CII (MP &ER),
Certs PFS (DM)
acw@26financial.co.uk
Tel: 07971 204201

All artwork reproduced with the permission of Ethan aged 9 and Ollie aged 5.
Initially training to be a Chartered Accountant with Ernst and Young, Andrew began his financial services career in 1986 and has been an Independent Financial Adviser since 1990. A pension specialist holding the G60 qualification, he also holds the new Certificate in Discretionary Management.
  • Responsibilities: Financial Planning
  • When not working loves: Walking the Labradors
  • Favourite holiday spot: South West France
  • Best Sport: Rowing

Tamara Lloyd
Office Manager

All artwork reproduced with the permission of Ethan aged 9 and Ollie aged 5.
Born and educated in Brecon, following business and management studies Tamara commenced a career in customer service and events organisation. She joined Two Six Financial and the world of financial planning in 2017, impressing the directors with her personal qualities and client facing ability.
  • Responsibilities: Managing Everything!
  • When not working loves: Morning walks on the beach with the dog
  • Favourite holiday spot: Malta (blue lagoon)
  • Favourite Sport: Swimming
 

Clients

Two Six Financial can offer bespoke financial planning solutions for private clients from all walks of life.

Specialist areas of advice include:


Investment Planning
  • Risk Assessment
  • Asset Allocation
  • Portfolio Construction
  • Portfolio Review
  • Offshore Investments
  • Trust Advice
  • Inheritance Tax Mitigation
  • Education Cost Planning
  • Share Exchange
  • Discretionary Fund Management
Retirement Provision
  • Pension Planning
  • Pensions and Divorce
  • Drawdown
  • Flexible Drawdown
  • Auto-enrolment
  • Self Invested Pensions (SIPP & SSAS)
Protection
  • Critical Illness Cover
  • Life Assurance
  • Income Replacement
  • Private Medical Insurance
  • Long Term Care Provision
  • Key Director Protection
  • Partnership Assurance
  • Group Life
  • Relevant Life Plans
Finance
  • Residential Mortgages
  • Commercial Mortgages
  • Equity Release
  • Buy To Let Finance
  • Home Income Plans
  • Refinancing

Service and Fees

Service Proposition
Fees for Services
Private Client Agreement
 

News

 

Resources

Below are a number of links to documents that clients find useful in helping to understand the huge range of products and related terminology within the financial market place.

Fundamentals of Investing Video OEIC (Open Ended Investment Company)
Bonds v OEICs Life Cover Key Phrases
ISA (Individual Savings Account) Unit Linked Investment Bond
Discretionary Fund Management Service In Partnership with Parmenion

If you wish to discuss any of the above please contact us and we would be glad to help.

 

Partnerships

Professional Partnerships are critical to achieving the best possible
financial planning solutions for our clients.

Working closely with Accountants, Solicitors, Bankers and other professionals, we believe in strength through specialisation.

Many professional practices rely on Two Six Financial, to advise both their private and corporate clients and share the common goal of truly independent advice and quality service.

 
Due to the exceptional relationships we have with our Professional Partners, we have been able to negotiate special fee and service arrangements.

These can be discussed at the point of need.
To go to the selected website click the logo.
 

Planning - The Process

At Two Six Financial we ensure effective financial planning using a measured and structured four stage process.

Discover

During an initial consultation we establish the client's aims and objectives and agree the level of service required.
 

Understand

We gather all necessary information from the client and other sources to ensure a full and clear picture of their financial planning to date. We will work closely with the client's other professional advisers such as their accountant or lawyer.
 

Solve

Using our existing knowledge and experience we will set out a cogent clear and concise plan which we believe will meet the client's aims and objectives. We will then assist the client to implement the plan.
 

Review

Reviews of any financial plan are essential to ensure objectives are achieved. We will meet with the client as often as necessary and help to carry out any adjustments that are required.
 

Contact Us

10 Bayswater Road
Sketty
Swansea
SA2 9HA
 
Tel 01792 655526 | Fax 01792 655126
www.26financial.co.uk