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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...”

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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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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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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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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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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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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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Harris H R & Partners

(3)

Bookkeeping, Payroll, VAT

“Very good service!”

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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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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

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BPO Insolvency

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The Saint David's Partnership

Financial Protection, Wills, Mortgages

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M T Polo

(1)

“I have been a client of MT polo for over 4 years and have received outstanding service from Chris and James for both mortgage and financial services, Becky is very efficient in managing all enquires and ensuring you get a prompt response. I can highl...”

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Planet 3 Wealth Limited

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Abacus Assurance

(50)

House
Knowledge
Stress

“Applied for a mortgage with Abacus, Jeremy quicky recognised the importance of keeping me informed, smooth transaction with great advice given, would highly recommend. Mortgage offer just over a week from first applying. Thank you very much one less ...”

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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

SIP Wealth Management

Gower House Financial

Allchurch & Co.

Sterling Welsh Independent Financial Advisers

Cilbenrick

Swansea Accountancy

Ashley Kissick Financial Advisers

Christian Brooke Financial Advisor

Estate Capital Financial Management

Watermark Financial Planning

Harris H R & Partners

A & J Enterprises

Clearview I F A

John Phillips Financial Services

AJH Financial Services

Hexagon Wealth Limited

BPO Insolvency

The Saint David's Partnership

M T Polo

Planet 3 Wealth Limited

Abacus Assurance

Retirement Planning and Investment Management Services in Swansea Cost Estimates

Why these companies made our list

Wealth Management Advisors near Swansea

Popular in Swansea