Financial Advice in Mid Wales, covering Llanidloes, Newtown, Welshpool, Machynlleth, and all of Powys.

At Countryside Financial Serves we offer holistic financial advice to individuals and business owners across Wales to help plan your future and achieve your desired investment planning goals and to ensure a more stress free life to make financial planning easier for yourself and your families future.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Promotions

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Testimonials

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I have known Jonathan in excess of 17 years. There is no-one I would trust more for his guidance, advice and professionalism. I would recommend anyone who needs financial direction to talk with him.
Gill Sandilands| Teacher, Carno, Powys

SJP Approved 24/07/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Countryside Financial Services Ltd is registered in England and Wales, Number 11700784. Registered Office: The News Room & The Old Library The Town Hall, Great Oak Street, Llanidloes, Powys, SY18 6BN.