Services >

Wealth management

Who Are We?

Condy Mathias Financial Planners Ltd is a local financial services company offering independent advice through our team of highly experienced advisers. We are not salesmen but advisors, which means that we put your interests first. The Company forms part of the Condy Mathias group which also includes Condy Mathias Chartered Accountants and CMB Independent Mortgage Consultants Limited.

At Condy Mathias, we pride ourselves on our client relationships and on the quality of our independent and tailored advice and service levels. As a consequence of this, the majority of new clients are referred to us by people who have enjoyed our friendly, efficient approach when dealing with their financial needs and aspirations.

What do we do?

Initially, we take time to get to know your current financial position and what your financial needs and objectives are over the short, medium and long term. We then work closely with you to provide clear recommendations designed to help you meet those needs and objectives.

Our services

Condy Mathias Financial Planners are regulated and authorised by the Financial Services Authority