Bringing the World's Financial Markets to Wales

In an ever changing economy, with thousands of investments to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is no easy task.

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Get answers to the most common financial planning questions with our free ebook

If you have questions about the ins and outs of financial planning, our free ebook will clear up some of the most common queries. To get your copy, simply complete your details below.

Our Investment Strategy

Our clients are at the heart of all our investment decisions and our strategy is designed with flexibility in mind – a combination of tried and trusted approaches alongside the insights and expertise unique to our team. With over 100 years of combined investment experience behind us, our active long-term approach has served our clients well, and continues to do so as we react and adapt to the world around us.

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Why Choose Us

When you have a wealth manager you can trust, who has taken the time to get to know you and your specific circumstances, planning and investing for your future, your family or your business doesn’t have to be complicated.

Dragon IM offers modern wealth management techniques founded upon a traditional stockbroking service which leads to highly personalised investment management.

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