The team at Prime Financial Solutions and Mortgages has many years’ experience providing practical financial planning advice to people, families and businesses in Neath and the surrounding area.

We provide advice across a wide range of services including mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients

This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Prime Financial Solutions and Mortgages, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

About Us
About Us

Meet the team

Gareth Morgan

Gareth became Managing Director in Dec 2023. He is very client focused and always has his clients best interests at the heart of what he does. His role is also to support the rest of the team be the best they can be. He’s very excited to watch the growth and expansion of Prime under […]

Leann Dalton

Leann has worked within the financial services sector since leaving university in 2005. She has a good range of experience within the mortgage and insurance industry as she’s worked for a bank, an estate agent and a property investment company. She has a lot of experience of dealing with different customer types and her knowledge and […]

Charlotte Witts

Charlotte helps manage cases through to completion with great communication. She has a retail background with over 14 years in customer service. She’s been in the mortgage world since 2021. In her spare time Charlotte likes to spend quality time with her daughter and family, taking scenic walks, reading, watching a good series and more […]

Tahani Jones

Tahani is a mortgage and protection broker who is reliable and gets on great with her clients. Her first job was at a local Law firm working many different departments giving her a great knowledge. She started studying for a CeMap following 2 years of travelling the World. She joined Prime after a year with […]

Sam Green

Sam is a Protection Specialist and passionate about going above and beyond to help his clients get the best possible plan in place to ensure that both them and their family are protected.  Born in Norwich in the east of England and grew up loving sport. He went on to gain a first class honours […]

Lyndsey Fellows

Having worked within the Financial Services industry for the last 20 years, Lyndsey brings wealth of knowledge and experience to the Prime Financial Solutions team. Lyndsey first qualified as a Mortgage Broker in 2006, a Financial Adviser in 2008 and is now studying to be a Certified Practitioner in Specialist Property Finance. Playing a key […]

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please call
01639 500841, or email