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“We work with you to help secure a financially balanced life style”
About Us
DRAGON FINANCIAL SERVICES…  is a well- established Independent firm, whose 3 Financial Advisers have collective experience of some 70 years in the financial sector. We are Members of In- Partnership, one of the UK’s largest and most respected networks of Advisers, covering the full spectrum of financial advice and we have clients in many parts of the country, not just in Wales. We are proud to provide a first-class service in most areas of advice and we often work with other industry partners to ensure that nothing but best advice is available to all our Clients, a great many of whom, and their respective Families, have with us in excess of 25 years. It is that important Family - orientated service that is the bedrock of all that we do.
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Keri Harvey trading as Dragon Financial Services, is an appointed representative of the On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.    Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority
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