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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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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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Sasha Grant Financial Services

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Carnwyllon Wealth Management

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Arian Financial Planning

Protection, Pensions, Estate Planning

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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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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.”

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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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...”

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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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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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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 ...”

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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.”

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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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Gower House Financial

(1)

“Very professional service”

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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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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!”

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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...”

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Swansea Accountancy

(1)

“Lisa is very helpful and very competitively priced.”

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Cilbenrick

(1)

“I have known julian the owner for some years now alway fab advice”

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Green Castle Financial Planning

(1)

Wealth Management, Health Insurance, Business Insurance

“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.”

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Ashley Kissick Financial Advisers

(3)

“I want to say a big thank you to Ashley for taking the time to run through my financial situation last week. I must say, I found it extremely useful having the option of a free initial consultation. It allowed me to ask all the questions I had wit...”

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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.”

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

Best Financial Advisors in Llanelli

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Llanelli area.

Business Finance Direct

Eatly Wealth Management

Sasha Grant Financial Services

Carnwyllon Wealth Management

Arian Financial Planning

Financial Solutions Wales

Amber Solutions Financial Planning

Jonathan Owen Wills & Estate Planning

Sturgess Mortgage Solutions

Sterling Rees Wealth Management

Iplanning Wealth Management

DWJ Wealth Management

Roberts Boyt

SIP Wealth Management

Gower House Financial

Allchurch & Co.

M P Financial Services

Sterling Welsh Independent Financial Advisers

Swansea Accountancy

Cilbenrick

Green Castle Financial Planning

Ashley Kissick Financial Advisers

Derwen Financial Planning

Estate Capital Financial Management

Retirement Planning and Investment Management Services in Llanelli Cost Estimates

Why these companies made our list

Wealth Management Advisors near Llanelli

Popular in Llanelli