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Jm-Wealth - Chartered Financial Planning

(10)

Knowing
Pension
Financial Advisor

“Paul has been nothing more than helpful and knowledgeable throughout a difficult time with Tata pension. Could not decide who to trust and was very stressed out by a year of indecision. I have now retired through ill health but knowing that Paul is i...”

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Beata Beck Accountancy Services

(2)

Self Assessment, Payroll, Accounting

“Beata has been extremely helpful with tax returns and advice going forward.”

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Cheap Financial Claims Limited

“I initially ignored a call from this company because of scepticism about claiming but after reconsideration I asked them to pursue claims on my behalf.I have nothing but praise for everyone I have had contact with in relation to my claims. Anything I...”

FAQs

What can you claim back for me ?

All PBA premiums actually paid plus a write off of premiums yet to be paid. In addition we are able to claim interest on any premiums you have already paid, in many cases this will significantly increase your claim.

How much will this service cost me ?

We operate strictly on a no win no fee basis and will only take a percentage of any compensation awarded to you. The fee that we currently charge for any successful PBA claims is 33% plus VAT (39.6% in total).

What information do i need to provide you with?

All we need from you are the key details that the claim pack requires, it is very straight forward to complete. Once we initiate your complaint we can obtain any further information we may need to build the strongest case to maximise your compensation.

Get the answers to more questions on the FAQ page on our website.

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DWJ Wealth Management

(12)

Financial Advice
Retirement

“You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as pl...”

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Jonathan Owen Wills & Estate Planning

(50)

Power of Attorney
Allowance
Needs

“I am over the moon,for what this company has done for me,I couldn't have done it without them,helping with the very long forms that needed filling out.”

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Sturgess Mortgage Solutions

(48)

Questions
Property
Company

“Can't thank Shaun and Sturgess Mortgage solutions enough for the help throughout the mortgage processes. As first time buyers it can be a pretty daunting processes but we felt informed and supported at all stages. Would highly recommend!”

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Abacus Assurance

(50)

First Time Buyer
Decision
Knowledge

“I am currently in the process of buying my first home, which became confusing and overwhelming. Jeremy was very professional and able to help and simplify the process. I would highly recommend Jeremy and the firm.”

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Sterling Rees Wealth Management

(18)

, Savings & Investments, Financial Planning

“Excellent, professional advice from an IFA who was extremely competent in his field. Mr Paul Storer provided an excellent service and I would highly recommend Sterling Rees Wealth Management for your future financial requirements.”

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Tim Taylor & Co

(26)

Service
Company

“I have used Tim and his team for a number of years. They are always friendly with a professional and helpful attitude. Nothing is too much trouble and queries are dealt with with a minimum of fuss. If your looking for accountancy help or advice, I ...”

i

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Iplanning Wealth Management

(17)

Financial Advice
Home
Mortgage

“Myself and my partner could not speak more highly of our experience with Kelly from iPlanning. She was extremely helpful through every aspect of the service and gave us honest advice when completing the purchase of our first home. We have recommended...”

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Magenta Financial Planning

(13)

Number

“The team at Magenta are amazing. If you want to be financially well organised then you've found the right people. Not only do they have the technical knowledge, expertise and experience, but they really care about what it is that you want to achiev...”

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Chris Eames IFA

(12)

Mortgage
Buy to Let

“Chris has been nothing but fantastic in all aspects of our mortgage application. He has been extremely thorough, patient, supportive and helpful. There was nothing that was ever too much hassle for Chris and everything was dealt with so smoothly. I...”

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Future Asset Management

(21)

Options
Communication
Mortgage

“Received excellent help from Tim. He was insightful and helped guide us through the process of getting our mortgage, whilst being personable and answering all the questions we had.”

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SIP Wealth Management

(16)

Reviews, Director and Adviser Team, Support Staff

“I have been a client of Jon's for more than 25 years, during some turbulent market changing events. What has remained consistent, is Jon's professionalism, personal attention to detail and knowledge of financial products and markets, delivering perfo...”

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Gower House Financial

(1)

“Very professional service”

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Medical & Professional Investment

(8)

Savings, Locum Insurance, Inheritance Tax Planning

“Barry Jeans at Doctors Mortgages Online was an absolute godsend with our (first) house purchase last year. An experienced and reassuring presence for us throughout the process, he was patient, knowledgeable and easy to get along with. Will be calling...”

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CBK Wales

(1)

Retirement Savings, Business Protection, Mortgage Advice

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

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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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Laurel Court Associates

(7)

Newsletters, Research Links, Calculators

“I have taken advice from Laurel Court Associates for many years and their service has always been 100% professional and solid. I have no problem in recommending their services”

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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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Business Finance Direct

(3)

“Iain is definitely your Go-to man from Business Finance Direct Ltd for car/van or equipment finance!”

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Sterling Welsh Independent Financial Advisers

(23)

Responsive
Family
Professional

“I will highly recommend them. I had 2 months to review my mortgage and make relevant changes. I contacted them via a friend and they were very responsive and adaptive to our working hours. Found a better mortgage plan in days and everything was sorte...”

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Cilbenrick

(1)

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

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Swansea Accountancy

(1)

“Lisa is very helpful and very competitively priced.”

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Average Cost	£3612
Minimum cost	£1205
Maximum cost	£10233
Avg Per Hour Rates	£363

Best Financial Advisors in Neath

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Neath area.

Jm-Wealth - Chartered Financial Planning

Beata Beck Accountancy Services

Cheap Financial Claims Limited

DWJ Wealth Management

Jonathan Owen Wills & Estate Planning

Sturgess Mortgage Solutions

Abacus Assurance

Sterling Rees Wealth Management

Tim Taylor & Co

Iplanning Wealth Management

Magenta Financial Planning

Chris Eames IFA

Future Asset Management

SIP Wealth Management

Gower House Financial

Medical & Professional Investment

CBK Wales

Allchurch & Co.

Laurel Court Associates

M P Financial Services

Business Finance Direct

Sterling Welsh Independent Financial Advisers

Cilbenrick

Swansea Accountancy

Retirement Planning and Investment Management Services in Neath Cost Estimates

Why these companies made our list

Wealth Management Advisors near Neath

Popular in Neath