Menu

One-to-one Advisers

Trusted, independent financial services provider in South Wales and the borders.
Want to find out more?

How we can help you

Investments

Helping you achieve your investment goals

Got a question?

Mortgages

Let us find the best mortgage for you circumstances

Got a question?

Pensions

Building a retirement plan that is unique to you

Got a question?

Protection

Protect yourself from what the future might hold

Got a question?

Savings

Make your savings work for you

Got a question?

Hello,
we are One to One Advisers Ltd...

We provide a friendly yet professional approach to all your financial planning needs. We have always believed that our relationship with our clients has been created through trust honesty and integrity, built up through 125 years of collective experience amongst all 5 financial advisers.

We are here to guide you through all things financial, as and when they occur. Whether that’s buying your first home, moving home, planning for retirement, maybe helping you build a tax efficient investment strategy for that dream holiday, or just being there to discuss business ideas and strategies, we will help with a clear vision and a truly independent viewpoint.

Our team

Steve Lovell

Independent whole of market adviser servicing both existing and new clients offering:

  • Specialist advice in Investment, Protection and Pension planning**
  • Inheritance tax planning
  • Links to other specialist advice

Offering a home based service which means that my clients can see me at a time of their choosing and being less constrained than office meetings.

Get in touch with Steve: lovellstev@aol.com or 07974387039

Jimmy Witts

Offering 22 years of unbiased independent mortgage* and protection advice with access to a wide range of mortgage products and providers covering Help to Buy, First Time Buyers, Movers, Remortgages, Buy to Let, Family Gifted Deposits, Shared Ownership and Shared Equity Schemes. We also have access to 2nd Charge, Bridging and Commercial loan providers and independent access to a wide range of Mortgage and Life Protection as well as Home Insurance, ASU and Business Protection.

We will only need to collate your information and requirements once; we will then do the rest on your behalf and return to you with a suitable list of products and providers.

Out of office hours and face to face visits can be arranged to suit your busy schedule.

Get in touch with Jimmy: wittsj743@aol.com or 07973922638

Chris Yarwood

Independent whole of market adviser servicing both existing and new clients offering:

  • Specialist advice in Investment, Protection and Pension planning**
  • Inheritance tax planning
  • Links to other specialist advice

Offering a home based service which means that my clients can see me at a time of their choosing and being less constrained than office meetings.

Get in touch with Chris: 07860165018

Ian James

Ian has been in financial services for over 24 years and now advises on mortgages* and protection and can help with secured loans, unsecured loans and commercial loans as well as home insurance.

my contact details are mobile 07801 312843 and my email address is ianjamesifa@orange.net.

Get in touch with Ian: isjames1959@gmail.com or 07801312843

Gary Lawrence

Independent whole of market adviser servicing both existing and new clients offering:

  • Specialist advice in Investment, Protection and Pension planning**
  • Inheritance tax planning
  • Links to other specialist advice

Offering a home based service which means that my clients can see me at a time of their choosing and being less constrained than office meetings.

Get in touch with Gary: garylawrence2@aol.com or 07966222671

* Your home may be repossessed if you do not keep up repayments on your mortgage.

** Nothing on this site is personalised advice or a recommendation. If you need a personalised recommendation based on your personal circumstances, you should seek financial advice.
Please bear in mind that the value of your investment can go down as well as up. You may get back less than the amount paid into your Pensions/investments

Should you need to raise a complaint please read our complaints policy.

Contact us

Fill out our contact form, or call us on +44 (0)1495 307000
+44 (0)1495 307000

Please enter your name.
Please enter a valid email.
Please enter a message.