About us:
Oval Financial Management Ltd, was founded by Jonathan Williams in 2007. With over 30 years experience working in financial services, Jonathan started his career working for Pearl Assurance, as a tied agent, followed by Bradford & Bingley as an employed independent financial advisor. Jonathan is Diploma level 4 qualified.
Oval Financial Management Ltd advises on pensions, investments, and life assurance on an independent basis and is governed by the Financial Conduct Authority. We are based in Treforest, but have a portfolio of clients nationwide. Clients are offered initial confidential financial assessments, on a face to face basis, ensuring any advice given, is individually tailored.