Countryside Financial Services Ltd
CF
Financial Advisors
Countryside Financial Services Ltd
The News Room & The Old Library, Llanidloes SY18 6BN
# Countryside Financial Services Ltd
Countryside Financial Services is an independent financial advisory firm based in Llanidloes, serving individuals and business owners throughout Mid Wales, including Newtown, Welshpool, Machynlleth, and across Powys. The firm specialises in holistic wealth management, providing tailored guidance to help clients build, grow, protect, and preserve their finances whilst planning for a more secure future.
The business works with a diverse clientele, from first-time homebuyers seeking self-build mortgages to established professionals and retirees requiring comprehensive financial planning. Their approach centres on understanding each client's unique circumstances and goals, then developing strategies to achieve them with minimal financial stress.
What distinguishes Countryside Financial Services is their reputation for long-term client relationships built on trust and accessibility. Led by Jonathan and Yvonne, the firm has garnered consistent praise for going above and beyond, particularly in securing mortgages during challenging market conditions. Testimonials reveal clients value their professionalism, sound advice, and approachability—with several noting Jonathan's extensive local knowledge and years of trusted counsel within the community.
Rather than adopting a one-size-fits-all approach, they offer a broad spectrum of wealth management services tailored to individual needs. Their commitment to personalised service and proven track record in navigating complex financial situations—such as pandemic-era self-build mortgages—demonstrates genuine expertise and dedication to client success.
Countryside Financial Services is an independent financial advisory firm based in Llanidloes, serving individuals and business owners throughout Mid Wales, including Newtown, Welshpool, Machynlleth, and across Powys. The firm specialises in holistic wealth management, providing tailored guidance to help clients build, grow, protect, and preserve their finances whilst planning for a more secure future.
The business works with a diverse clientele, from first-time homebuyers seeking self-build mortgages to established professionals and retirees requiring comprehensive financial planning. Their approach centres on understanding each client's unique circumstances and goals, then developing strategies to achieve them with minimal financial stress.
What distinguishes Countryside Financial Services is their reputation for long-term client relationships built on trust and accessibility. Led by Jonathan and Yvonne, the firm has garnered consistent praise for going above and beyond, particularly in securing mortgages during challenging market conditions. Testimonials reveal clients value their professionalism, sound advice, and approachability—with several noting Jonathan's extensive local knowledge and years of trusted counsel within the community.
Rather than adopting a one-size-fits-all approach, they offer a broad spectrum of wealth management services tailored to individual needs. Their commitment to personalised service and proven track record in navigating complex financial situations—such as pandemic-era self-build mortgages—demonstrates genuine expertise and dedication to client success.
Services offered
Self-build mortgagesWealth managementInvestment planningFinancial advice for business ownersRetirement planningMortgage advicePension planningInsurance and protection planning