Principal Adviser
Margaret Foxmere
Margaret founded the practice after two decades advising households across South and Mid Wales. She leads retirement income engagements and oversees every advice letter before it leaves the office.
About
A counsel practice rooted in Welsh client work
Foxmere Investment Counsel exists to give households and owner-managers a calm place to sort pensions, investments, and company cash decisions — with written advice that their accountants and solicitors can use.
Origin
Margaret Foxmere opened the practice after years advising clients who kept receiving product illustrations without a household income picture. The office at Wunsch-upon-Jacobi was chosen to stay close to South and Mid Wales families while remaining reachable by video for clients elsewhere in Great Britain.
Mission
We aim to leave every client with a document they can reread in six months — not a vague sense that “something was arranged.” Fees are stated before analysis. Scope exclusions are listed as carefully as inclusions.
Working approach
Meetings begin with documents and cash-flow questions. Recommendations follow only after we understand essential spending, dependents, and existing wrappers. We coordinate with accountants and solicitors when company pensions or estate plans sit beside investment advice.
People
Who you will meet
Investment Review Adviser
David Rhys
David specialises in portfolio cost reviews and ISA structuring for clients who already hold a patchwork of funds from previous employers and advisers.
Client Relationships
Elin Harwood
Elin coordinates document collection, meeting schedules, and follow-ups so advice conversations stay focused on decisions rather than missing paperwork.
Values that show up in the paperwork
- Plain English over fund jargon when explaining risk and charges
- Honest referral when a case needs specialist lending, tax counsel, or legal drafting
- Respect for existing relationships with accountants and solicitors
- No pressure to implement recommendations in the same meeting they are presented