Cardiff & South East Wales Financial Planner (non-investment)
Hi, I’m Lowri and I’m a mortgage & protection adviser and a qualified Will Writer with Evolution Financial Planning. I cover Cardiff, the Vale of Glamorgan and south east Wales.
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I live in Cardiff with my husband and two little boys who keep me very busy! As a fluent Welsh speaker I can also offer my services and advice in Welsh.
I am also a qualified accountant with 15 years’ experience working in practice and more recently within the arts and the public sector in Wales. I helped arts organisations develop more sustainable business models and become more resilient against an increasingly challenging financial climate.
With Evolution Financial Planning I help families, women & couples secure their financial future and advise on a range of protection products, mortgages, will writing and preparing lasting powers of attorney. I am passionate about helping clients manage their money, enabling them to make informed decisions about their financial future. I explain everything clearly and help you at each step of the way in an approachable and friendly manner.
I joined Evolution Financial Planning as I wanted to work within the financial sector but with a company which had a more female perspective who could connect better with women and their life’s journey. Their values and identity resonated completely with me and I’m excited to be joining the Evolution family!
Contact me today to see how I can help you plan and secure your finances for you and your family’s future. I look forward to hearing from you!