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.
View Profile
“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...”
View Profile
Business Finance Direct
“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!!”
View Profile
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...”
View Profile
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...”
View Profile
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...”
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
View Profile
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.”
View Profile
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.”
View Profile
Financial Solutions Wales
“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...”
View Profile
Amber Solutions Financial Planning
View Profile
Harris H R & Partners
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.”
View Profile
Jonathan Owen Wills & Estate Planning
- 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.”
View Profile
Sterling Rees Wealth Management
, 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.”
View Profile
Tim Taylor & Co
- 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.”
View Profile
Cosgrove Brown Financial Planning Limited
- 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.”
View Profile
Iplanning Wealth Management
- 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...”
View Profile
M P Financial Services
“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!”
View Profile
SIP Wealth Management
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.”
View Profile
Estate Capital Financial Management
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...”
View Profile
Gower House Financial
“Very professional service”
View Profile
Roberts Boyt
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.”
View Profile
Acumen Independent Financial Advisors
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.”
View Profile
CBK Wales
Business Owners Advice, Retirement Savings, Retirement Income
“Mark from CBK, has given me great Service. I would highly recommend him and his team.”
View Profile
Allchurch & Co.
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...”
View Profile
LHP Accountants
- 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.”
Retirement Planning and Investment Management Services in Llanelli Cost Estimates
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?