Best Financial Advisors in Llanelli

Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Llanelli area, discover the top 5 standout choices among the selected group of 24 finalists.

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Eatly Wealth Management

(3)

“We have met with Jonathan on multiple occasions now to ensure that our pensions and Life cover are appropriate and every time the service and the attention to detail we receive is outstanding. Jonathan is honest, straight forward and supportive an...”

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Business Finance Direct

(3)

“Iain was extremely knowledgeable and helpful. Without Iain I could never navigate the minefield of business finance available. Thank you so much. Five star service. Gentleman!!”

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H R Harris

Debt & Insolvency, VAT, Payroll

“It's not complicated – your business needs an accountant who will get the details right while understanding the big picture. You want to pay a fair price for the service and see results – lower tax bills and clear growth. And you want your accountant...”

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Thomas Independent Financial Advisers

“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 pl...”

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Carnwyllon Wealth Management

“Our focus day to day is looking after our clients' needs. We pride ourselves on the fact we have built up a reputation for offering a friendly, professional service to all our customers. Many of our clients have been with our advisers for over 38 yea...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

95 (100)

Minimum Reputation Rank

99.7 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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Sasha Grant Financial Services

“We cover all your protection needs, from Income Protection, Critical Illness Cover, Accident & Sickness, Life Cover and Buildings & Contents and can refer for Private Medical.”

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Arian Financial Planning

Protection, Pensions, Estate Planning

“The current limit for an ISA is £20,000 and £9,000 for a Junior ISA. An important consideration when looking to save tax efficiently. There is also a proposed British ISA at an additional £5,000 contribution. Further details to be announced.”

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Financial Solutions Wales

(2)

“Joe was super quick at sorting a mortgage. Very good customer service and value for money with fees, especially for first time buyers! Shame I can't say the same for the estate agents as the sale didn't go through. Will definitely come back once I fi...”

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Amber Solutions Financial Planning

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Harris H R & Partners

(3)

Debt & Insolvency, VAT, Payroll

“Been with HR Harris for nearly 7 years now and service is excellent, even better this last year, lightning quick responses- always available and accounts and Vat completed smoothly, Highly recommend.”

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Jonathan Owen Wills & Estate Planning

(50)

Mind
Informative
Happy

“If you are thinking of protecting yourself with lasting power of attorney then I couldn't recommend Jonathan enough . They have given me complete peace of mind whilst making the whole process hassle free and friendly.”

Featured

Two commonly used tools for estate planning are wills and Protective Property Trusts (PPTs). Both serve distinct purpos... Two commonly used tools for estate planning are wills and Protective Property Trusts (PPTs). Both serve distinct purposes and offer unique advantages, but many assume they are the same or that if they have one, they don't need the other. In this blog, we'll compare wills and PPTs to help you determine which option aligns best with your specific needs and estate planning goals. 📩 If you've got any questions, send us a message today for your free, no-obligation consultation! #wills #trusts #protectivepropertytrust #estateplanning #financialfuture #protectyourassets #financialsecurity...

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Sterling Rees Wealth Management

(18)

, Financial Planning, Pensions

“We found the experience with Sterling Rees to be straightforward and hassle free. Paul was excellent and we would definitely recommend this company to any first time home buyers.”

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Tim Taylor & Co

(25)

Service

“Tim and his team offer an exemplary service, highly professional whilst remaining very personable. They have excellent communication and all instructions and requests are expressed with the utmost clarity. Thoroughly recommend.”

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Cosgrove Brown Financial Planning Limited

(29)

Understanding
Pension
Funds

“Highly recommed Dan Bailey and Ieuan Williams at Cosgrove Brown for helping me with my mortgage. Very efficient, helpful and always on hand to answer any questions. Definitely be using them in the future.”

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Iplanning Wealth Management

(17)

Financial Advice
Mortgage
Home

“We dealt with Kelly when we were moving and she was extremely responsive and helpful. She's helped us through the process of finding the best mortgage and life insurance. She also recommended local solicitors who were extremely good. They go above an...”

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M P Financial Services

(4)

“Neil was excellent in helping us choose the right mortgage, especially as I'd recently become self employed and was unsure whether I'd be able to get a mortgage. Thanks!”

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SIP Wealth Management

(16)

Director and Adviser Team, Reviews, Support Staff

“The staff were fantastic and very helpful with nothing feeling like it was too big or too small. The advice I was given was very clear and explained fully so I could understand. I felt they genuinely wanted to help me with a very good response time.”

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Estate Capital Financial Management

(1)

Drawdown Portfolios, Building Wealth, ESG Sustainable 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...”

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Gower House Financial

(1)

“Very professional service”

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Roberts Boyt

(14)

Wealth Management, Financial Advisory, Inheritance Tax Planning

“Highly professional and experienced IFA firm that exceeded my expectations in terms service, advice and cost. Would have no hesitation in recommending to others.”

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Acumen Independent Financial Advisors

(3)

Inheritance Tax Planning, Retirement Planning, Equity Release Advice

“Used Acumen several times in the past. Helped sort our mortgage for our recent move. Phillip is extremely knowledgeable can't thank him enough.”

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CBK Wales

(1)

Business Owners Advice, Retirement Savings, Retirement Income

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

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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

(14)

Payroll

“Very pleased with LHP - we have been with them for nearly 13 years and they are very responsive, professional and helpful. We have recommended them to friends and business associates - all of whom have been equally impressed.”

Average Cost	£3594
Minimum cost	£1199
Maximum cost	£10184
Avg Per Hour Rates	£361

Best Financial Advisors in Llanelli

Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Llanelli area, discover the top 5 standout choices among the selected group of 24 finalists.

Eatly Wealth Management

Business Finance Direct

H R Harris

Thomas Independent Financial Advisers

Carnwyllon Wealth Management

Sasha Grant Financial Services

Arian Financial Planning

Financial Solutions Wales

Amber Solutions Financial Planning

Harris H R & Partners

Jonathan Owen Wills & Estate Planning

Sterling Rees Wealth Management

Tim Taylor & Co

Cosgrove Brown Financial Planning Limited

Iplanning Wealth Management

M P Financial Services

SIP Wealth Management

Estate Capital Financial Management

Gower House Financial

Roberts Boyt

Acumen Independent Financial Advisors

CBK Wales

Allchurch & Co.

LHP Accountants

Retirement Planning and Investment Management Services in Llanelli Cost Estimates

Why these companies made our list

Wealth Management Advisors near Llanelli

Popular in Llanelli