The team at Caleb Roberts Financial Management has many years experience providing practical financial planning advice to people, families and businesses in Brecon and the surrounding area.

We provide advice across a wide range of services including investments, savings and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.

This is achieved by ensuring that we understand the individual needs of each client, and to implement tailored financial plans to address those needs.

At Caleb Roberts Financial Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone or video call.

Want to know more

To find out more or to arrange a meeting with us, please call
01874 625758, or email