Experienced Financial Advisers

A comprehensive professional financial service tailored to you

Our Services

From retirement planning to investments and wealth management - all tailored to fit your personal circumstances.

We're here to help you achieve your financial objectives and the peace of mind that comes with knowing that everything is settled.

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Just 4 Steps

Financial peace of mind with our 'Just 4 Steps' approach that takes all the angst out of financial planning.

Step 1 is an initial NO COST discussion to see how we can help. By Step 4 you'll have a tailored financial plan.

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Talk to us

For an initial NO COST discussion to see how best we can work together, call us:

01824 33 00 10


Welcome to Compass Financial

Do you want the peace of mind that comes with knowing that your financial affairs are in order and that you are being given the best advice for your circumstances?

Would you like to know more about what your financial future looks like, so that you can relax and get on with your life?

Located in the market town of Ruthin, and with more than 50 years in the financial services industry, Compass Financial offers its clients a professional and highly personalised service.

Our clients consistently tell us that it's a pleasure to work with us. We think that's because we take time to listen and pay close attention to their needs and have become their trusted adviser offering them financial peace of mind over years of service. And with most new clients being referred by existing ones, we know we are getting it right for the people we serve.

We are here to help you:

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    Identify your ambitions both financial and in terms of your lifestyle.
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    Take stock of your existing financial plans - savings and investments, your insurance provision and the tax efficiency of your savings etc.
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    Help you articulate your attitude to investment risk and consider issues ranging from investment returns to retirement planning and inheritance tax planning
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    Formulate and implement a plan to help you achieve your financial and lifestyle objectives.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our Services

Take a look at our wide range of services and rest assured that we'll help you choose the best products and solutions for you.

Just 4 Steps

Let us introduce you to our 4 Steps to financial peace of mind, starting with an initial NO COST discussion to see how we can help you.

View our simple process...

What Our Clients Say

We're delighted by the feedback we receive from our Clients. We enjoy working with all of them and strive to exceed their expectations.

Read testimonials...
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" The best compliment that I can bestow on Compass is that, where my finances are concerned, I no longer worry about my past, present or future."

Susan Beetlestone, Personal client