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Harris H R & Partners
Bookkeeping, Payroll, VAT
“Very good service!”
Best Financial Advisors in Swansea
Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Swansea area, discover the top 5 leading options among the selected group of 24 finalists.
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Jonathan Owen Wills & Estate Planning
- Team
- Happy
- Informative
“Jonathan was very professional and knowledgeable. Myself and my husbands Wills were completed in a short space of time and we are very grateful for all your help. Would recommend to anyone looking to make a Will.”
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Sterling Rees Wealth Management
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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Cosgrove Brown Financial Planning Limited
- Family
- Pension
- Questions
“Would like thank Dan for everything he has done for us getting our first mortgage. Made the process easy for us and was so professional throughout. Would highly recommend. Thanks again”
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Tim Taylor & Co
- Service
“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 ...”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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SIP Wealth Management
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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Estate Capital Financial Management
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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Gower House Financial
“Very professional service”
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Acumen Independent Financial Advisors
Independent Financial Advice, Personal Protection, Retirement Planning
“Used Acumen several times in the past. Helped sort our mortgage for our recent move. Phillip is extremely knowledgeable can't thank him enough.”
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Allchurch & Co.
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
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
- 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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True Potential Wealth Management
“Since this company has been handling my investments and pension I have to say that at every stage they have been responsive, open and frank about.
They were clear about expectations in terms of growth and risk within the markets.
The financial ...”
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Swansea Accountancy
“Lisa is very helpful and very competitively priced.”
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Cilbenrick
“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
“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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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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Compare UK Quotes
“Compare UK Quotes is a trading style of Registered office: Axis 3, Mallard Way, Swansea Vale, Swansea, Wales, SA7 0AJ Registered in in England and Wales. Company registration number: 07743548.”
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Watermark Financial Planning
“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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AJH Financial Services
“Excellent professional service from a family run business. Highly recommended.”
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John Phillips Financial Services
“John is knowledgeable, approachable and excellent at his work.”
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A & J Enterprises
“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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Money Wise Accountants Swansea
“Cost Effective Accountants in Swansea”
Retirement Planning and Investment Management Services in Swansea Cost Estimates
Minimum cost
£1249
Maximum cost
£10604
National Average
£3743
Avg Per Hour Rates
£376
£2496
£6862
Typical price range is based on
372 cost profiles
Why these companies made our list
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