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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

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...”
In Business Since 2023
13 Murray St, Llanelli SA15 1AQ
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Business Finance Direct

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!!”
30+ Years Experience
Cwmllethryd Ganol, Llanelli SA14 8HZ
Featured

Asset Finance Broker offering a wide range of business funding solutions. Experience of assisting clients in the Waste Management and Recycling sectors for items like Wheelie Bins, Skips, Wagons, Trucks and other equipment.

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Sasha Grant Financial Services

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.”
In Business Since 2018
Suite 7, Avon House, Dafen Trade Park, Dafen, Llanelli SA14 8NB
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Carnwyllon Wealth Management

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...”
Mandel, Brodawel, Llannon, Llanelli SA14 6BJ
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Arian Financial Planning

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.”
Heol Mwrwg, Llangennech, Llanelli SA14 8YP
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.9 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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Financial Solutions Wales

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...”
Unit 5, Dragon 24, Llanelli SA15 2LF
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Amber Solutions Financial Planning

Amber Solutions Financial Planning

Maes Rd, Llangennech, Llanelli SA14 8UH
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DWJ Wealth Management

DWJ Wealth Management

(12)
  • Financial Advice
  • Retirement
“I have used Danni and the team at DWJ Wealth in my personal capacity. They are very professional, responsive and always on hand to offer pragmatic advice.They also have a fantastic commitment to local community and good causes and I have recommended ...”
Unit 14, SA12 Business Centre, Seaway Parade, Baglan, Port Talbot SA12 7BR
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Jonathan Owen Wills & Estate Planning

Jonathan Owen Wills & Estate Planning

(50)
  • Trust
  • Payment
  • Needs
“I had a very good experience with this company. Kieran dealt with it from start to finish.I would not have been able to fill in the form myself. The firm kept me updated. I would recommend them to people. Thank you again,Jonathan Owen Wills.”
In Business Since 2019
Enterprise Park, Seaswan House Block B, Suite 3, Phoenix away, Swansea SA7 9EQ
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Sturgess Mortgage Solutions

Sturgess Mortgage Solutions

(48)
  • Knowledge
  • Solicitors
  • Company
“As a first time buyer I had many questions about the home buying process and the timescale of different steps. Shaun was approachable and informative and thoroughly explained the process. The regular check ins and updates from Shaun were particularly...”
Sturgess Mortgage Solutions Ltd, 5-7 Alexandra Rd, Gorseinon, Swansea SA4 4NW
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Sterling Rees Wealth Management

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.”
In Business Since 2019
Remote Consultations Available
Christina St, Swansea SA1 4EW
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Tim Taylor & Co

Tim Taylor & Co

(26)
  • Service
  • Company
“Tim has been my accountant in both a personal and business sense. He acts with the utmost integrity and deals with my account in a quick and very efficient manner. I have recommended various clients to his company and they have all been very happy.”
Free Initial Consultation
Serving Llanelli Area
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Iplanning Wealth Management

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...”
Serving Llanelli Area
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Roberts Boyt

Roberts Boyt

(16)
Wealth Management, Financial Advisory, Inheritance Tax Planning
“Roberts Boyt are the ultimate professional organisation, always ready to give help and beneficial advice. Mark has always been patient, taking time to explain and advise. Thank you very much.”
In Business Since 1997
Serving Llanelli Area
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SIP Wealth Management

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. ...”
50+ Years Experience
Serving Llanelli Area
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Gower House Financial

Gower House Financial

(1)
“Very professional service”
Transparent Fees & Pricing
Family Business
3 Myrtle Grove, Sketty, Swansea SA2 0SH
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LHP Accountants

LHP Accountants

(15)
  • Payroll
“The payroll team have excelled during the Covid crisis. With so many updates from the Government, the team at LHP have kept me informed at all times and have really taken a large burden away from me. Also responsive and professional”
Serving Llanelli Area
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CBK Wales

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.”
Henley House, Queensway, Fforest-fach, Swansea SA5 4DJ
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Allchurch & Co.

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...”
In Business Since 2016
43 Bellevue Rd, West Cross, Swansea SA3 5QB
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M P Financial Services

M P Financial Services

(4)
  • Mortgage
“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!”
Serving Llanelli Area
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Sterling Welsh Independent Financial Advisers

Sterling Welsh Independent Financial Advisers

(23)
  • Responsive
  • Professional
  • Finances
“I was a first time buyer and not sure of what I would need to do but David and his team went out of their way to make sure I understood everything and that my experience with them was a positive one! I have already referred their details to my friend...”
Serving Llanelli Area
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Cilbenrick

Cilbenrick

(1)
“I have known julian the owner for some years now alway fab advice”
6 Southgate Rd, Southgate, Swansea SA3 2BT
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Swansea Accountancy

Swansea Accountancy

(1)
“Lisa is very helpful and very competitively priced.”
58 Lan Coed, Winch Wen, Swansea SA1 7LL
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Beata Beck Accountancy Services

Beata Beck Accountancy Services

(2)
Self Assessment, Accounting, Tax Services
“Beata has been extremely helpful with tax returns and advice going forward.”
Free Initial Consultation
Serving Llanelli Area
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Retirement Planning and Investment Management Services in Llanelli Cost Estimates

Minimum cost
£1199
Maximum cost
£10184
National Average
£3594
Avg Per Hour Rates
£361
£2397
£6590
Fair price range is based on 382 cost profiles
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Average Cost £3594
Minimum cost £1199
Maximum cost £10184
Avg Per Hour Rates £361

Fair range $2397 to $6590 is based on 382 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Llanelli

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