About Us
County Financial Consultants was established in May 2005. The directors all have long and successful careers in financial services and decided that by joining forces they could offer their clients a fresh outlook on how financial services are provided.
We focus on customer service and gain the vast majority of our business from referrals off satisfied customers. We not only service customers by using the traditional methods of face-to-face advice, but also can arrange advice to be given via the phone, post and Internet if preferred.
We have a team of directors and advisers who have been giving advice throughout West Wales and indeed all over the U.K. since our launch.
Our Advisers:
Lee Morgan
 Lee lives just outside Pembroke town with his wife Natalie and two daughters Tyenne and Kenzie.
He is a fully qualified Independent Financial Adviser who holds the Financial Planning Certificates 1,2 and 3 and also holds the advanced pensions qualification G60. He is a director of County Financial Consultants and is also fully qualified with the CeMap mortgage exam to give mortgage advice.
He has worked in the financial services industry for over 12 years.
Ian Poole
 Ian lives in the outskirts of Tenby with his wife Sue, son Toby and daughter Georgia.
He gained his initial experience in financial services as a local adviser with Brittannic Assurance before opting to become an Independent Financial Adviser in 2001.
He has over 16 years experience within the industry and holds the Financial Planning Certificates 1,2 and 3 along with the CeMap mortgage exam. Ian is one of the Directors of County Financial Consultants. Ian is well known in the Pembrokeshire area for his sporting achievements and musical talent.
Ian is a former Welsh international cricketer, having gained several Welsh caps at youth an senior level.
Tony Upham
 Tony lives on the outskirts of Saundersfoot town with his wife Averil.
His daughter Georgina works for Nat West Bank in London and his son Charles is currently head boy at Greenhill Comprehensive School Tenby.
He is a fully qualified Independent Financial Adviser who holds the Financial Planning Certificates 1,2 and 3 and also holds the advanced pensions qualification G60.
He has worked in the financial services industry for over 18 years. He is a director of County Financial Consultants and is also fully qualified with the CeMap mortgage exam to give mortgage advice.
He is also a well-known member of the community in both Tenby and Saundersfoot. This site is directed at persons within the UK only.
*Not all our products and services are regulated by Financial Services Authority.
County Financial Counsultants Ltd., is an appointed representative of Thinc Network Services Ltd., which is authorised and regulated by the Financial Services Authority, Thinc Network Services Ltd is entered on the FSA register under reference 222949
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