Oval Financial Management Ltd

Was founded by Jonathan Williams in 2007. With over 20 years experience working in financial services

Oval Financial Management Ltd

We are based in Merthyr Tydfil, but have a portfolio of clients nationwide.

photo_thumb_thumb_thumbAbout us:

Oval Financial Management Ltd, was founded by Jonathan Williams in 2007. With over 20 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 Merthyr Tydfil, 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.

 

Services we provide are: