Best Financial Advisors in Port Talbot

“I have been entrusting DWJ Wealth Management for some time and I couldn't be happier with the service I have received. They are friendly, extremely professional, knowledgeable, and responsive. The team at DWJ Wealth Management took the time to und...”

“We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free...”

“Gerwyn has been our financial adviser for at least 15 years, he has always given us sound advice regarding mortgages, pensions and investments. He is friendly, professional and explains things in an easy to understand way.”

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

“Jonathan and his team were very helpful helped me fill in my attendance allowance form I had a good outcome I was awarded my allowance I wouldn't have been able to fill in all the forms and they filled them in for me over the phone then sent them to ...”

“Shaun was recommended to us by our estate agent and what an excellent recommendation he was. Shaun was fast & efficient. He booked us in for a phone call and made us aware of our budget and the best way to move forward ( he also managed to clear o...”

“Paul has an extremely high understanding of what people need and want, his calmness, confidence and patience shone through when dealing with my complex mortgage all because of his diverse experience and long standing expertise. Paul made me feel very...”

“I've used iPlanning for my financial advice for many years now and they are brilliant, I wouldn't go anywhere else. They've helped me secure fantastic mortgages on both homes I've owned and I cannot recommend or thank them enough. Your needs are neve...”

“Anyone looking for sensible financial advice will find it here, but more than that, Magenta offers advice and reassurance when you're making big life decisions that may or may not involve money. They'll help you find a way of achieving the life you w...”

“Having read Chris's positive reviews on line, I approached him for some advise on the possibility of raising some funds on a buy to let. From start to finish Chris was very thorough, detailed and helpful. He always kept me updated with developments ...”

“It was a pleasure working with Tim and the team at Future Asset Management, we were able to secure a much better mortgage rate to those available direct to consumers and on comparison sites. It was also much less stressful as they do all the hard wor...”

“Very professional service”

“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...”

“Alan at Laurel Court Associates has been brilliant at handling my mortgage application. After 2 previously failed mortgage applications with a different broker, Alan stepped in after being highly recommended and it is purely down to his knowledge, h...”

“I recently went to Neil Davies for mortgage advice as he came highly recommended by a colleague. I found him to be extremely professional throughout and very knowledgeable in his field of expertise. He came to see me at my home and spent a good dea...”

“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!!”