Macsen Wealth Management
We have seen the landscape change over the years, and always look forwards when managing your wealth. Whether it's for you, your family or business, our team has decades of experience in pensions, investment, protection and mortgages.
We build a lasting relationship helping you to achieve your goals
At Macsen our experienced team provide a complete wealth management service including pensions, investments, mortgages, insurance and more. Let us remove stress and indecision gifting you time, to enjoy your life.
Gweirydd ap Gwyndaf
CEO and financial adviser
Gweirydd has decades of experience in banks, life companies, law firms, large national advisory firms and small companies.
He founded Macsen to deliver an integrated service with a focus on simplicity that successful families and businesses need.
Mark Palmer
Financial adviser
Mark has been with Macsen for 5 years, he has been a financial adviser for over 30 years.
His personal and friendly approach has resulted in clients that have been with him from the beginning.
Lee Williams
Paraplanner
Lee researches and writes reports for the advisers, and has a wealth of knowledge in lenders and products. is knowledge helps our recommendation for a financial plan that fits you.
Jacob Palmer
Administrator
Jacob is studying to become a qualified IFA. He has gained a lot of experience in his time with Macsen.
Barnaby Kille
Office manager
Barnaby's background is in office team management and does a bit of everything when it comes to admin, office and IT duties. He also administers the compliance side of things.
Adam Davies
Mortgage adviser
Adam has been a mortgage adviser for decades. He helps our clients get the best from their mortgage options.
John Morris
Mortgage adviser
John has been working with Adam for almost a decade. He has a wealth of experience in all types of property mortgages.