Rashbrook Financial Planning

Rashbrook Financial Planning We are all different; my advice is tailored to you. I understand that talking about money and finances is personal. Let’s start a conversation.

My mission is to de-mistify the complex world of Financial Planning, straightforward and tailored to your understanding. So I am on hand to help you address your needs, understand your goals and help you realise your dreams. I offer a friendly and approachable service, backed by the strength and security of FTSE100 company St. James’s Place Wealth Management; and being local means I am here to help. Contact me now to arrange a no obligation chat.

22/05/2026
Useful for Carmarthenshire residents to know 👍🏼
11/05/2026

Useful for Carmarthenshire residents to know 👍🏼

Bring an empty property back into use!

Do you own a long term empty property in Carmarthenshire?

You could get up to £25,000 to help renovate it and bring it back into use.

-Available for homes empty for 12+ months
-Make properties safe, energy efficient and liveable
-Successful applicants must live in the property as their main home for 5 years

Apply by 30 September 2026

(Applications may close earlier if funding is fully allocated)

Apply online via the Welsh Government ➡️ https://orlo.uk/GC68r

A polite note to the many people messaging me about buying “hot leads”…I’m not your client.And I won’t be.Not because I ...
10/05/2026

A polite note to the many people messaging me about buying “hot leads”…
I’m not your client.

And I won’t be.

Not because I don’t want to grow — but because I care how I grow.

Every new client I work with has come through a conversation, a recommendation, or a relationship built on trust. Not a spreadsheet of names sold to the highest bidder.

Financial advice is personal.

It deserves time, understanding, and genuine connection — not a cold start.
So I’ve made a deliberate choice:
No paid leads. No shortcuts.

Just honest advice, real relationships, and the kind of service people feel confident recommending.

If that’s slower, I’m fine with that.
Because it’s better.

And to those who have trusted me, introduced me, or supported me — thank you. That means everything.

I’m George, a local financial planner, living in Llansadwrn. I am passionate about helping people feel more confident an...
10/05/2026

I’m George, a local financial planner, living in Llansadwrn.

I am passionate about helping people feel more confident and in control of their money.

I work with individuals, families and small business owners on things like retirement and inheritance tax planning, protection insurance and building long-term financial security.

I know finances can sometimes feel overwhelming, so I aim to make conversations relaxed, supportive and tailored to real life.

My website has had a refresh with my new logo. I have taken this symbol from 'Fehu—born from the Norse symbol for cattle...
09/04/2026

My website has had a refresh with my new logo.

I have taken this symbol from 'Fehu—born from the Norse symbol for cattle, the original measure of living, moving wealth'

What I like about this is that it means:

Wealth that moves and grows (not hoarded)
Energy and flow of resources
Prosperity earned, used, and circulated

It sits with my values as an advisor.

Please check my website link in the comments, and if it motivates you to think about talking with an advisor I am making a difference.

08/04/2026

🏍️ Heading out on the roads this weekend? We want you to make the most of your ride and more importantly, get home safely at the end of the day.

Slow down. Stay in control. Ride to arrive.

If you want to refresh and recharge your bike skills, we can help! BikeSafe is a practical workshop delivered by police forces across the UK - book here ➡️ https://orlo.uk/9ZvUm

And if you’ve not used your motorbike recently, make sure to give it a once over well in advance of planning a ride. A few basic checks will help make sure it’s
performing well and that you can enjoy a safe ride:

▪ Check tyre pressure and tread
▪ Check your lights are all working correctly
▪ Check your oil and fuel.

Please like and share if you think anyone might like to talk about Law or Finance.
16/03/2026

Please like and share if you think anyone might like to talk about Law or Finance.

I often hear business owners say my business is my Retirement plan.A lot can get in the way, ill health, unexpected busi...
05/03/2026

I often hear business owners say my business is my Retirement plan.

A lot can get in the way, ill health, unexpected business challenges, or a change of life plan.

With a financial planner you can use your business to fund your Retirement AND save tax 🏋🏼‍♀️

Invest 15 minutes of your time to learn more 🏅 and it could change your life 🙋‍♂️

Address

Llansadwrn
Llanwrda
SA198LE

Telephone

07795693789

Website

https://www.linkedin.com/in/grashbrook

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