General:

MENSA member Dewi is a native Welsh speaker and our de facto translator. With over 30 years financial services experiences Dewi has worked for some major global financial brands, gaining experience in most aspects of regulated financial advice. After having chosen to gradually reduce the scope of his advisory activities over a number of years, Dewi has now chosen to semi-retire and no longer provides advice.

Dewi doesn’t differentiate between ‘client’ and ‘friend’ as they are usually the same thing, so now provides a relationship management role, acting as a reassuring interface between his ‘friends’ and the wider Investment & Retirement Solutions family,

For relaxation, Dewi incorporates his hillwalking in Eryri (Snowdonia) passion with his landscape photography hobby. Also a committed Ospreys (rugby) fan, Dewi is also conscious of community spirit and has been a key fundraiser in Caernarfon’s Ysgol Pendalar (Special Needs School) including raising over £65,000 through two Art Auctions to buy vital school equipment.

Authorisation:

This member of staff is NOT authorised to provide regulated financial advice