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Iplanning Wealth Management

(17)

Home
Life Insurance
Financial Advice

“Used iplanning (in particular Kelly) when purchasing our home and I couldn't fault anything. Fantastic service and very personable, we were made to feel as though we were the most important clients they had and they continue to treat us in that way. ...”

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M P Financial Services

(4)

Mortgage

“I have used M P Financial Services for many years, they constantly provide a responsive and professional service. Neil and his team at Cross Hands are fantastic, friendly and consistently reliable. Positive Responsiveness, Quality, Professionalism”

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Jonathan Owen Wills & Estate Planning

(50)

Forms
Team
Trust

“The staff are very helpful and easy to talk with, to be honest I didn't expect anything, but the no win no fee is good, my claim was done in less than 4 weeks, plus I got double what they said I should get, very happy with the outcome, and I STRONGLY...”

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Sturgess Mortgage Solutions

(48)

Team
Remortgage
Knowledge

“Recently used Shaun and the team at Sturgess to purchase a property. The process was seamless and I had very little to do, it really took the stress away and I would not hesitate in recommending them to all of my friends and family.”

Featured

⏱️ Curious About How Quickly Your Mortgage Can Be Approved? 🏡 At Sturgess Mortgages, we understand that timing is c... ⏱️ Curious About How Quickly Your Mortgage Can Be Approved? 🏡 At Sturgess Mortgages, we understand that timing is crucial when it comes to buying your dream home. Wondering how fast you can get your mortgage approved? Our latest video breaks down the process and timelines so you can stay informed and prepared. Get the answers you need and move one step closer to your new home! 🌟🔑 #MortgageApproval #SturgessMortgages #HomeBuying #QuickApproval #DreamHome #MortgageTips Your home may be repossessed if you do not keep up with the repayments on your Mortgage. There may be a fee for Mortgage Advice. The fee payable will depend upon your circumstances.

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Sterling Rees Wealth Management

(18)

Savings & Investments, ,

“Sterling by name sterling by nature! Seriously though, been using their services for a while now and they've helped me loads in saving money with sound advice and good deals over a whole array of financial products. Can't recommend them enough.”

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DWJ Wealth Management

(12)

Retirement
Financial Advice

“Danni,Katy and the rest of the team at DWJ Wealth Management Ltd are absolutely brilliant. Myself and my Wife and other members of my family have used them over the past few years and they have always delivered outstanding advice. They are experts at...”

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SIP Wealth Management

(16)

Reviews, Support Staff, Director and Adviser Team

“I have been a client of SIP Wealth Management for over three years and have found the service they provide as very professional. During that time I have had frequent review meetings with Mr Jon Francis. His investment advice has always been well exp...”

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Roberts Boyt

(16)

Retirement Planning, Income Protection, Wealth Management

“Roberts Boyt always provide a great service with well balanced and informed financial advice. The VCT knowledge provided by Mark is particularly useful in utilising capital to remain tax efficient and create dividend income. I would highly reco...”

i

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Gower House Financial

(1)

“Very professional service”

i

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Allchurch & Co.

(1)

Cloud Based Accounting

“Allchurch & Co helped me with my Self Assessment / tax return this year. It was my first time using an accountant and the process couldn't have been easier! Huge thanks to Ellie for sorting it all out for me - have already recommended them to so man...”

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LHP Accountants

(15)

Payroll

“I have been a client for the best part of thirty years and have always found LHP to be exceptionally friendly, polite and efficient in advice, tax expertise and payroll. What has been impressive is the way LHP have moved with the times with such thin...”

i

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CBK Wales

(1)

Mortgage Advice, Investments, Business Owners Advice

“Mark from CBK, has given me great Service. I would highly recommend him and his team.”

i

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Business Finance Direct

(3)

“Iain is definitely your Go-to man from Business Finance Direct Ltd for car/van or equipment finance!”

i

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Swansea Accountancy

(1)

“Lisa is very helpful and very competitively priced.”

i

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Carpenter John Financial Services

“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...”

i

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Beata Beck Accountancy Services

(2)

Payroll, Bookkepping, Self Assessment

“Very knowledgable and helpful dealing with HMRC.”

i

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Jm-Wealth - Chartered Financial Planning

(10)

Knowing
Financial Advisor
Pension

“I am more than happy with the help and advice I have received from Paul in JM Wealth. Not knowing really anything about managing finances, I was guided thoughtfully and personally to choosing the right investments that I would feel secure and conten...”

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H D Pritchard & Co

(1)

Auditing, Accountancy, Business Tax

“Experienced Accountants”

i

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Green Castle Financial Planning

(1)

Financial Planning, Protection, Wealth Management

“Having been with a Financial Advisor for many years I have now moved to Green Castle. I can honestly say that Ben has been the most professional and approachable Financial Advisor to my husband and I. Thank you once again Ben.”

i

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Morgan Hemp and Co. Accountants

“"When you meet up to discuss the bigger picture all the staff at Morgan Hemp take the time to understand your current situation, and more importantly where you're heading, so they can help you plan accordingly." Daryl Edgecombe”

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Ashley Kissick Financial Advisers

(3)

“Cannot recommend this company enough, where my last financial advisors failed these guys thrived, even in the current market. Thank you.”

i

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Eatly Wealth Management

(3)

“Excellent services. Very professional.”

i

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Derwen Financial Planning

(1)

“Staff at Llety Cynin were very impressed with the visit from Glyn Thomas. He answered questions about their workplace pensions and provided advice for the long term.”

i

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Estate Capital Financial Management

(1)

Crossing Point Portfolios, Estate Capital Portfolios, Drawdown Portfolios

“Phil Johnson at ECFM was recommended by a friend for whom he's worked wonders with her pension pot, growing it and getting a remarkable return. I found him a very honest, straight talking guy, very knowledgeable, who gave mine a healthcheck, and tell...”

i

Average Cost	£3157
Minimum cost	£1053
Maximum cost	£8944
Avg Per Hour Rates	£317

Best Financial Advisors in Ammanford

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Ammanford area.

Iplanning Wealth Management

M P Financial Services

Jonathan Owen Wills & Estate Planning

Sturgess Mortgage Solutions

Sterling Rees Wealth Management

DWJ Wealth Management

SIP Wealth Management

Roberts Boyt

Gower House Financial

Allchurch & Co.

LHP Accountants

CBK Wales

Business Finance Direct

Swansea Accountancy

Carpenter John Financial Services

Beata Beck Accountancy Services

Jm-Wealth - Chartered Financial Planning

H D Pritchard & Co

Green Castle Financial Planning

Morgan Hemp and Co. Accountants

Ashley Kissick Financial Advisers

Eatly Wealth Management

Derwen Financial Planning

Estate Capital Financial Management

Retirement Planning and Investment Management Services in Ammanford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Ammanford

Popular in Ammanford