The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Llanelli area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Llanelli
Allchurch & Co.
Amber Solutions Financial Planning
Arian Financial Planning
Beata Beck Accountancy Services
Business Finance Direct
CBK Wales
Carnwyllon Wealth Management
Cilbenrick
DWJ Wealth Management
Eatly Wealth Management
Financial Solutions Wales
Gower House Financial
Iplanning Wealth Management
Jonathan Owen Wills & Estate Planning
LHP Accountants
M P Financial Services
Roberts Boyt
SIP Wealth Management
Sasha Grant Financial Services
Sterling Rees Wealth Management
Sterling Welsh Independent Financial Advisers
Sturgess Mortgage Solutions
Swansea Accountancy
Tim Taylor & Co
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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!!”
i
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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...”
i
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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.”
i
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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...”
i
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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.”
i
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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...”
i
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Amber Solutions Financial Planning
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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.”
i
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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.”
i
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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...”
i
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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.”
i
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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.”
i
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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...”
i
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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 ...”
“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.”
i
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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. ...”
i
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Gower House Financial
(1)
“Very professional service”
i
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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”
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...”
i
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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!”
i
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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...”
i
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Cilbenrick
(1)
“I have known julian the owner for some years now alway fab advice”
i
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Swansea Accountancy
(1)
“Lisa is very helpful and very competitively priced.”
i
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Beata Beck Accountancy Services
(2)
Self Assessment, Accounting, Tax Services
“Beata has been extremely helpful with tax returns and advice going forward.”
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Retirement Planning and Investment Management Services in Llanelli Cost Estimates