Simon Batten

Thomas Duffy Financial

Investments | Pensions | Life | Health | Income | Mortgages | Estate Planning

Contact Simon

Mobile 07535515702

Address Thomas Duffy Ltd, 17 St Andrews Crescent, Cardiff, CF10 3DB

Email simonpbatten@gmail.com

Website www.thomasduffyfinancial.co.uk

Twitter @SimonBattenIFA

 

About Thomas Duffy Financial

Thomas Duffy Ltd are a team of professional independent financial advisers based in central Cardiff, with advisors located along the M4 corridor from Llanelli to Newport. We work for you and have no bias towards any particular provider. Our advisers specialize in all forms of pension planning for individuals and companies and also all forms of investment planning. We have advisers who specialize in inheritance tax and estate planning and accessing the whole mortgage market place. We also offer advice on a range of life insurance and income protection plans.

All initial consultations are provided without charge.

About Simon

Are you confident that the money you have worked so hard for is working hard for you?

Most people hold financial products, whether thats protection, investments or pensions, but how often are these reviewed?  They sit there in the background, you know that you have them but do you know whether or not they are right for you?

Are they performing as well as they could be?

Are they costing you more money than they need to be?

With these things considered, could you or anyone you know benefit from a free no obligation review.

I deal with all aspects of financial planning with an emphasis on future and immediate retirement planning.

I also advise on protection, personal and business, inheritance tax and succession planning, all types of investment and savings products.  Making the most of tax efficient savings vehicles and tax allowances.

My ethos is that advice should be clear and concise, and laid out in a way that is easy to understand. Everyone should be confident that their financial matters are set up correctly and that the money that they have worked so hard for is working for them.

Outside of work I have a young family and enjoy spending time with them, we have a menagerie of pets, chickens, dogs, cats, rabbits and guinea pigs.

Aside from that I like to keep fit and ran several marathons and half marathons before making the switch last year to triathlons, I completed Ironman Wales in September which is my proudest athletic achievement.