HOW HAPPY ARE YOU WITH YOUR FINANCIAL ADVICE?
 
» Who currently gives you financial advice?
» How can you be sure that they are truly independent and impartial?
» When did they last review your affairs and ensure your money is working hard for you?
» What services or information would you like to receive?
 
Oonagh Bastille is a truly independent financial adviser, offering unbiased, confidential and bespoke solutions to private clients. My discreet services include:
  • Specialist tax planning – to save you money
  • Settlements and trust work – to protect your Family
  • Estate planning – to save your assets for future generations
  • Inheritance tax work – to reduce your tax liability
  • Retirement control – to secure a flexible future
  • Protection planning – life and critical illness protection
  • Equity release – to help you to have those little extras
  • Health insurance – you can obtain protection at any age
And all other areas of your financial planning.
 
I am based near Abergavenny, most of my clients live in South Wales and the South West, but I am happy to travel to clients all over the UK.
 

What do my clients say?

“Oonagh has been a great help to me on the subject of inheritance tax together with other matters which link taxation and law.  It is very nice to have a friend who one can trust to provide help, and who one can talk to on a normal friendly basis” - John Williams, Hereford

 
Areas covered for Financial Planning include:

Raglan - Crickhowell - Usk - Brecon Beacons - Monmouthshire - Gwent - Hereford - Herefordshire - Monmouth - Hay-on-Wye - Cwmbran - Chepstow – Gloucester – Newport – Cardiff - South Wales