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Jonathan Owen Wills & Estate Planning

(50)

Forms
Needs
Payment

“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)

Team
Company
Solicitors

“Absolutely amazing, always put mine and my partner's mind at ease. Shaun has been helpful with everything, from the first steps up until the last. Keeping us in the loop with all updates regarding our mortgage. Very professional. Would highly recomme...”

Featured

🏡 Considering your mortgage options? Choosing a longer mortgage term could mean reduced monthly payments. While the mo... 🏡 Considering your mortgage options? Choosing a longer mortgage term could mean reduced monthly payments. While the mortgage lasts longer, overpayments might help you pay it off sooner. On the flip side, a shorter term means higher monthly payments, but you'll be mortgage-free faster. Which option suits you best? It depends on your unique circumstances, and we’re here to guide you through it. 🥳 Your Home may be repossessed if you do not keep up repayments on your mortgage.

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Sterling Rees Wealth Management

(18)

Savings & Investments, ,

“Sterling by name sterling by nature! Seriously though, been using their services for a while now and they've helped me loads in saving money with sound advice and good deals over a whole array of financial products. Can't recommend them enough.”

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Tim Taylor & Co

(26)

Service
Company

“Tim Taylor & Co have for many years provided me as an individual, and my small company, with an extremely efficient and friendly accountancy service. Always on time, and always approachable and accessible. I would not hesitate to recommend them to ha...”

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SIP Wealth Management

(16)

Reviews, Director and Adviser Team, Support Staff

“I have been a client of SIP Wealth Management for over three years and have found the service they provide as very professional. During that time I have had frequent review meetings with Mr Jon Francis. His investment advice has always been well exp...”

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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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CBK Wales

(1)

Mortgage Advice, Tax & Estate Planning, Retirement Savings

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

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Sterling Welsh Independent Financial Advisers

(23)

Family
Responsive
Professional

“Asking Dai to help us sort our finances was the best thing we have done in ages! His down to earth, patient advice and explanations means that we understand where we are, where we are going and how we can get there. Dai absolutely knows his stuff and...”

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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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Morgan Hemp and Co. Accountants

“"When you meet up to discuss the bigger picture all the staff at Morgan Hemp take the time to understand your current situation, and more importantly where you're heading, so they can help you plan accordingly." Daryl Edgecombe”

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Ashley Kissick Financial Advisers

(3)

“Cannot recommend this company enough, where my last financial advisors failed these guys thrived, even in the current market. Thank you.”

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Christian Brooke Financial Advisor

(9)

Mortgage

“My experience with Chris was exceptional. He was highly professional, knowledgeable, and made the mortgage process seamless. His dedication to finding the best rates and guiding me through the entire process was impressive. I highly recommend his ser...”

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Estate Capital Financial Management

(1)

Crossing Point Portfolios, Investment Trust Portfolios, Drawdown 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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Harrison's Business Recovery & Insolvency

Regulated Businesses, Harrisons’ Factsheets, Turnaround and Other Services

“Welcome to Harrisons. We believe in playing to our strengths. So it should come as no surprise to learn that, with a highly skilled team of more than 45 professionals working for us, we are considered one of the UK's top business recovery and insolve...”

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Watermark Financial Planning

(2)

“I would highly recommend Watermark Financial Planning if you are looking to obtain a mortgage, remortgage or obtain commercial finance. I have liaised with Tony Dowrick whom has provided me with a fantastic service from start to finish. Tony spent ti...”

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A & J Enterprises

(1)

“We had an awesome experience with A and J Enterprises, Sue went above and beyond for us and helped to secure our family home. I really think it wouldn't have happened without her. Couldn't rate them highly enough.”

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Clearview I F A

(1)

“Fantastic company. Always helpful, have used them many times over the years and will continue to use them. EXCELLENT”

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Harris H R & Partners

(3)

Bookkeeping, Payroll, VAT

“Very good service!”

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John Phillips Financial Services

(1)

“John is knowledgeable, approachable and excellent at his work.”

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AJH Financial Services

(1)

“Excellent professional service from a family run business. Highly recommended.”

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Hexagon Wealth Limited

“The financial lives of our clients are unique and our financial advisors make sure to understand the particular opportunities and challenges they face. We help clients determine what is best for them and accompany them through life as they achieve th...”

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Ciotek

““We found the Belbin masterclass extremely useful for our business as it confirmed who was in the right position, and more importantly why. It gave me as the company owner, a real insight in who to delegate what to, and the process highlighted potent...”

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Average Cost	£3743
Minimum cost	£1249
Maximum cost	£10604
Avg Per Hour Rates	£376

Best Financial Advisors in Swansea

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Swansea area.

Jonathan Owen Wills & Estate Planning

Sturgess Mortgage Solutions

Sterling Rees Wealth Management

Tim Taylor & Co

SIP Wealth Management

Gower House Financial

Allchurch & Co.

CBK Wales

Sterling Welsh Independent Financial Advisers

Swansea Accountancy

Cilbenrick

Morgan Hemp and Co. Accountants

Ashley Kissick Financial Advisers

Christian Brooke Financial Advisor

Estate Capital Financial Management

Harrison's Business Recovery & Insolvency

Watermark Financial Planning

A & J Enterprises

Clearview I F A

Harris H R & Partners

John Phillips Financial Services

AJH Financial Services

Hexagon Wealth Limited

Ciotek

Retirement Planning and Investment Management Services in Swansea Cost Estimates

Why these companies made our list

Wealth Management Advisors near Swansea

Popular in Swansea