View Profile

Harrington Wealth Management

(1)

“Hayley Lewis is brilliant, We would highly recommend her. From our first meeting we felt very comfortable and confident. Her knowledge and advice was exceptional. She really knows her stuff. Nothing was ever to much trouble, easy to contact and very ...”

i

View Profile

DWJ Wealth Management

(12)

Retirement
Financial Advice

“New client to DWJ , but very impressed with the communication and financial advice to date. Have thoroughly enjoyed my meetings with Danni , which are always informative and valuable , but personable too. Looking forward to working with the business...”

i

View Profile

Thomas Davies Financial Planning

(16)

Mortgage
Home
Pension

“Thomas was very helpful and efficient in the process of securing our mortgage. We were informed at every stage and he explained each aspect very well. Would highly recommend!”

i

View Profile

Jonathan Owen Wills & Estate Planning

(50)

Needs
Team
Understanding

“Very professional service. Everyone I dealt with was kind and empathetic. A very successful outcome was achieved. Would wholeheartedly recommend Jonathan Owen”

i

View Profile

Abacus Assurance

(50)

Knowledge
Efficient
Property

“I worked closely with Jeremy during the purchase of my house. His professionalism and knowledge got me through what became a challenging time. All issues when arose were sorted out very speedily and he couldn't do enough to get the mortgage over the ...”

i

View Profile

Sterling Rees Wealth Management

(18)

, , Savings & Investments

“Kelly has been amazing, she has worked very hard to found every possibility i could access and guide me very well of what to do and how to do it... I highly recommend her if you need any financial advices or mortgage advices. Thank you very much Ke...”

i

View Profile

Iplanning Wealth Management

(17)

Life Insurance
Home
Mortgage

“Mortgage advise and arrangement carried out by Kelly Waters. Very impressed with communication and wanting the best deal for myself and my circumstances. Would definitely recommend. Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Magenta Financial Planning

(13)

Number

“Magenta are so helpful we have no hesitation in recomnending them. They are challenging when they need to be but also very supportive and take time to listen. Well done Magenta.”

i

View Profile

Chris Eames IFA

(12)

Buy to Let
Mortgage

“First class service from Chris, he secured me a great rate on my remortgage and handled all the paperwork without any problems. He was also on hand to answer any questions I had about other options I was considering and provide good advice.”

i

View Profile

Future Asset Management

(21)

Questions
Communication
Mortgage

“Great company! Excellent customer service. Really friendly and helpful. Nothing was too much trouble for Tim. Any questions or concerns were answered and resolved quickly. I would definitely recommend this company.”

i

View Profile

SIP Wealth Management

(16)

Support Staff, Reviews, Director and Adviser Team

“I received high quality and well explained advice from SIP Wealth Management. The staff were extremely helpful and I would certainly recommend this practice.”

i

View Profile

Gcfc : Financial Advisors

(5)

Corporate Planning, Insurance, Retirement Planning

“Fabulous fabulous can't praise Gareth enough had a frustrating 2 years trying to get my money from my pension provider they lied to me and lied to him .He worked his socks off for myself and my wife and it was a pleasure to deal with him , would hav...”

i

View Profile

Gower House Financial

(1)

“Very professional service”

i

View Profile

Gwyn-May Financial Advisors

(3)

“Fantastic speedy service at short notice. Very knowledgeable and good to do business with a local businessman Thank you once again Craig”

i

View Profile

Medical & Professional Investment

(8)

Inheritance Tax Planning, Life and Critical Illness Cover, Mortgages

“Mark has been fantastic in helping me to secure my mortgage whereby I completed the purchase of a house recently. He is very knowledgeable and helpful and always available to offer advice as gaining the mortgage was not plain sailing as several obsta...”

i

View Profile

Mitchell Associates

(1)

“Excellent company ,always very helpful and good to deal with. If I get any problems they are always available to help me when I phone in. The office staff are nice and friendly and they keep everything running smoothly.”

i

View Profile

CBK Wales

(1)

Investments, Tax & Estate Planning, Mortgage Advice

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

i

View Profile

Laurel Court Associates

(7)

Market Data, Research Links, Videos

“We couldn't recommend Sophie of Laurel Court enough. She has been super helpful throughout our home search with relevant advice and support for mortgage advice. She has been very responsive and is incredibly thorough when explaining all of the differ...”

i

View Profile

M P Financial Services

(4)

Mortgage

“As financial advisers we review client's fiancial situations, a major part is often the mortgage. In recent years this area has become very complex. We have been referring to Neil for the last 2-3 years, the client experience has been excellent. H...”

i

View Profile

Sterling Welsh Independent Financial Advisers

(23)

Team
Family
Finances

“If you require regulated financial advice, look no further than speaking with Dai Rose. You will not be disappointment with his attention to detail and the professional service provided. Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Falco Financial Planning

(7)

“Matt reviewed my financial goals with me recently and helped me realise what steps I needed to take to reach them. His advice was professional and rounded (taking into account all my circumstances) and we agreed on a strategy going forward which he h...”

i

View Profile

Swansea Accountancy

(1)

“Lisa is very helpful and very competitively priced.”

i

View Profile

Aevitas

“We are a firm of enthusiastic financial planners, based in South Wales, who are simply passionate about what we do. With many years' experience, our clients are at the centre of every part of the process. Listening attentively, understanding what is ...”

i

View Profile

Huw Davies Independent Financial Adviser

“Huw Davies is an Independant Financial Adviser providing information and assistance on many monetary issues including Investments, pensions and Life assurance, inheritance tax, Mortages and all aspects of property finance.”

i

Average Cost	£3529
Minimum cost	£1178
Maximum cost	£10000
Avg Per Hour Rates	£355

Best Financial Advisors in Maesteg

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Maesteg area.

Harrington Wealth Management

DWJ Wealth Management

Thomas Davies Financial Planning

Jonathan Owen Wills & Estate Planning

Abacus Assurance

Sterling Rees Wealth Management

Iplanning Wealth Management

Magenta Financial Planning

Chris Eames IFA

Future Asset Management

SIP Wealth Management

Gcfc : Financial Advisors

Gower House Financial

Gwyn-May Financial Advisors

Medical & Professional Investment

Mitchell Associates

CBK Wales

Laurel Court Associates

M P Financial Services

Sterling Welsh Independent Financial Advisers

Falco Financial Planning

Swansea Accountancy

Aevitas

Huw Davies Independent Financial Adviser

Retirement Planning and Investment Management Services in Maesteg Cost Estimates

Why these companies made our list

Wealth Management Advisors near Maesteg

Popular in Maesteg