Catrin Edwards
Catrin has worked in the Financial Services sector since 1995 and has enjoyed a successful career with both Lloyds Private Banking and HSBC.
Since establishing Catrin Edwards Independent Financial Services Ltd in 2021, she offers a truly independent financial advice service, providing her clients with a bespoke solution, tailored to their individual priorities, needs and objectives.
Catrin believes that establishing a long term professional relationship with her clients, built around trust and excellent service, is key to understanding all aspects of their individual circumstances and requirements, helping them to achieve their financial aspirations.
Her wealth of experience and knowledge enables her to advise on all areas of financial planning, such as investments, pensions, protection and estate planning.
She maintains regular contact with all her clients and undertakes comprehensive financial reviews to ensure that their future financial aims and goals remain on track.
Catrin would welcome the opportunity of meeting you, without any obligation, to discuss your current financial situation and establishing your requirements in more detail. She can be contacted on 07813 003257 or via email at
Y mae Catrin wedi gweithio yn y sector Gwasanaethau Ariannol ers 1995 ac wedi mwynhau gyrfa lwyddiannus gyda Lloyds Private Banking a HSBC.
Mae ei chwmni, Catrin Edwards Independent Financial Services Ltd (a sefydlwyd yn 2021), yn darparu gwasanaeth ariannol cwbl annibynnol i’w gwsmeriaid, gan alluogi iddynt dderbyn cyngor wedi ei deilwra’n arbennig ar gyfer eu blaenoriaethau, eu hanghenion a’u hamcanion unigol.
Y mae Catrin yn credu bod sefydlu perthynas broffesiynol tymor hir â’i chwsmeriaid, wedi ei seilio ar ymddiriedaeth a gwasanaeth wych, yn allweddol o safbwynt deall pob agwedd ar eu hamgylchiadau unigol a’u gofynion, a’u helpu i gyflawni eu dyheadau ariannol.
Mae gan Catrin gyfoeth o brofiad a gwybodaeth sy’n ei galluogu i gynnig cyngor ynglŷn â phob agwedd ar gynllunio ariannol, megis buddsoddiadau, pensiynau, polisïau gwarchod, a mater etifeddiaeth.
Mae Catrin yn ymgysylltu’n gyson â’i chwsmeriaid, gan gynnal adolygiadau ariannol cyflawn er mwyn sicrhau bod eu hamcanion ariannol, wrth fynd ymlaen ac ar gyfer y dyfodol, yn cael eu gwireddu.
Fe fydd Catrin yn croesawu’r cyfle i gwrdd â chi, heb unrhyw ymrwymiad, er mwyn trafod eich sefyllfa ariannol bresennol a deall eich gofynion mewn modd mwy cyflawn. Gellir ymgysylltu â hi ar 07813 003257 neu e-bost ar
