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Best Financial Advisors in Swindon

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Swindon area, explore the top 5 standout choices among the selected group of 24 finalists.

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Dave Southby Financial Planning

Dave Southby Financial Planning

(50)
  • Financial Advice
  • Meetings
  • Wealth
“Thank you to Dave Southby who helped me out with his professional knowledge of the mortgage industry, very kind and professional service, we are looking forward to returning to Dave soon for Financial Planning.”
19 Perry's Ln, Wroughton, Swindon SN4 9AX
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Mather & Murray Financial

Mather & Murray Financial

(50)
  • Company
  • Future
  • Solicitors
“Martin and Anne really helped us get remortgaged and a mortgage for 2 properties. We had hiccups from our end but there was continuous communication from Martin and consistent help. Super team. Thank you.”
Free Initial Consultation
Eastcott House, 4 High St, Swindon SN1 3EP
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Lexington Wealth Management

Lexington Wealth Management

(30)
Investment Management, Windfall Management, Employee Financial Education
“Warren has helped our family with our tax and retirement planning and works closely with our family accountant. We feel very happy we are in the best possible hands.”
Family Business
Orchard House, Bagbury Ln, Lydiard Millicent, Swindon SN5 4LX
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Crowood Financial Solutions - IFA Swindon

Crowood Financial Solutions - IFA Swindon

(10)
Insurances, Mortgages, Investments
“I don't often write reviews but I was so impressed with Rich Hall at Crowood Financial Solutions, that I thought he should be acknowledged for his fantastic customer service. We had a really complicated re mortgage on our house and our buy to let mor...”
Suite 18, 1st Floor, Crowood House, Gipsy Ln, Swindon SN2 8YY
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Fidenti Financial Planning

Fidenti Financial Planning

(8)
Wealth Management, Business Protection, Mortgages
“I hired Kevin for financial guidance during my divorce to know how best to invest the money from my property sales and also support in getting me the very best mortgage options. Kevin and his team were amazing from start to finish and made everting s...”
In Business Since 2015
19 Lambert Cl, Freshbrook, Swindon SN5 8NY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.2 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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Pensions & Annuities

Pensions & Annuities

(3)
“Professional and friendly. Neil and the team have great knowledge and are always happy to help. Highly recommended.”
Transparent Fees & Pricing
Chelworth Industrial Estate, Chelworth Rd, Swindon SN6 6HE
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Morris Owen

Morris Owen

(5)
“I would highly recommend this company ..you always feel they have your back and look after you .”
In Business Since 2005
43-45 Devizes Rd, Swindon SN1 4BG
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Eames Laurie Financial Services

Eames Laurie Financial Services

(3)
“A great team, who pay attention to your needs”
In Business Since 2008
Elborough House, 111-115 Ermin St, Stratton, Swindon SN3 4NH
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Dandelion Financial

Dandelion Financial

(2)
“In a short space of time Dandilion Financial made such a positive difference. Thank you so much for achieving things that didn't seem possible! Strongly recommend to anyone looking for financial advice”
32 High St, Highworth, Swindon SN6 7AQ
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Hawkeye Financial

Hawkeye Financial

(1)
“An excellent, professional and complete service. Delivery was on time, on budget and on scope. Many thanks!”
30+ Years Experience
Suite A, 167 Victoria Rd, Swindon SN1 3BU
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Grosvenor Consultancy

Grosvenor Consultancy

“The Grosvenor Consultancy experience is defined by outstanding service and a comprehensive commitment to the provision of exceptional advice. If you are considering becoming a client, we would like to make sure that our services will be suitable and ...”
Remote Consultations Available
9 High St, Highworth, Swindon SN6 7AG
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Future Planning - Independent Financial Adviser

Future Planning - Independent Financial Adviser

“Future Planning is a trading style of Future Planning Wealth Management Ltd, which is registered in England and Wales no. 09566818. The registered office address is 89 Commercial Road Swindon Wiltshire SN1 5PD. We are authorised and regulated by the ...”
89 Commercial Rd, Swindon SN1 5PD
FAQs
Where are meetings held?
In our brand new offices in Swindon. When we can, we much prefer to meet our clients face to face at our comfortable offices which have plenty of meeting rooms.
What happens if my Financial Planner is away on holiday?
We have an office-based team that is capable of handling any absences. Even if your adviser is not present, then another member of the team will be able to assist with minimal disruption to you.
Do you take a percentage or are your fees fixed?
Our fees are always transparent and explained in detail to you first. Our initial fees are fixed so you know if we work together what the cost will be.
Can you meet remotely?
Yes, we embrace technology within our business and use video conferencing. While technology brings many benefits to our lives, we will always be a firm where you can be assured that a human being will be at the end of the phone and happy to talk with you.
Are meetings recorded?
Yes, we record all calls and meetings for our clients for protection and to ensure we do not miss anything in accordance with data protection requirements. If we do not continue to work together, then rest assured that your information is deleted.
Get the answers to more questions on the FAQ page on our website.
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Easy Financial Services

Easy Financial Services

(5)
Pension Transfers, Group Personal Pension, Stakeholder Pensions
“Quick and precise work from Vincent. Helpful and made things understandable. He was always available if I had any questions or requests. Highly recommend😁 …”
20+ Years Experience
EASY FINANCIAL SERVICES, 140 a High St, Royal Wootton Bassett, Swindon SN4 7AY
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Swindon Financial Services

Swindon Financial Services

(1)
“Portia and Alex are both very helpful and friendly, they both put themselves out to assist and guide you on what is best for you and are open and honest.”
27+ Years Experience
Kingston House, Lydiard Fields, Swindon SN5 8UB
Featured

At Swindon Financial Services Ltd, we have 27 years' combined experience in helping clients plan, protect and grow to their desired futures.nnWe will be sharing a little more how we do this across our team over the coming weeks. In the meantime, here's us all together in our Swindon office which is open 9-5pm weekdays.

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Future Balance

Future Balance

(1)
“Chris did a great job with our mortgage, my husband recently became self employed and he explained all our options, answered our questions to ensure we got the outcome we needed. Would highly recommend.”
Bowman House Business Centre, Bowman Ct, Whitehill Ln, Royal Wootton Bassett, Swindon SN4 7DB
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Stratone Financial

Stratone Financial

(1)
“It is great”
31 Godwin Rd, Stratton, Swindon SN3 4XT
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Ottaways Financial Advisers Swindon

Ottaways Financial Advisers Swindon

Mortgages, Pensions, Savings & Investments
“If you're looking for an experienced financial adviser, based in Swindon, then please get in touch today. Whether you're looking for advice on financial planning, mortgages, pensions, protections or saving & investments, or simply have any questions,...”
Pure Offices, 69, Swindon SN2 8BW
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Executive Wealth Management

Executive Wealth Management

Auto Enrolment, Mortgages, Pensions
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
Delta Office Park, 605, Welton Rd, Swindon SN5 7XF
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Watersheds

Watersheds

“All Watersheds Partners are qualified, experienced corporate finance experts with a strong background in either business management, banking or venture capital. We have sufficient knowledge and enthusiasm to be confident enough that the deals we work...”
Coupons & Offers
8 Bath Rd, Swindon SN1 4BA
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MMB Finance Swindon

MMB Finance Swindon

“In this digital age, the personal touch is easily lost. MMB Finance is different to most financial advisers. It is important to us that our clients are treated as individuals. Consequently, we meet you face-to-face to discuss and advice you on your f...”
Transparent Fees & Pricing
First Floor, 6 Wood St, Swindon SN1 4AB
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Alex Financial Advisor

Alex Financial Advisor

(1)
“Alex, gave me good advise on how to invest my money. I made a split between property investment and traditional stocks and share. She helped me with my mortgage and insurances too.”
4 Mulcaster Ave, Swindon SN5 6EH
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Swindon Financial Planning

Swindon Financial Planning

“I carry out extensive research to understand each customers' individual needs and requirements. I'll then work with you to ensure the correct planning is put in place and is then continually reviewed to ensure it remains suitable. At a time when work...”
30 Pittsfield, Cricklade, Swindon SN6 6AW
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Dermot Brannigan - IFA

Dermot Brannigan - IFA

“He embraced a fee-based advice proposition when the rest of the industry was still commission-based. A fee-based service makes the relationship between a client and their adviser more equitable. Charging fees aims to remove potential bias, is transpa...”
12, Crowood House, Gipsy Ln, Swindon SN2 8YY
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Inspire Financial Planning

Inspire Financial Planning

“At Inspire Financial Planning, we live and breathe financial planning – but we understand that you probably don't. So before we get to your finances, we'll talk to you about your individual situation, about your lifestyle, needs and dreams. We'll do ...”
Transparent Fees & Pricing
Redwood House, Templars Way Industrial Estate, Royal Wootton Bassett, Swindon SN4 7SR
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Retirement Planning and Investment Management Services in Swindon Cost Estimates

Minimum cost
£1248
Maximum cost
£10600
National Average
£3741
Avg Per Hour Rates
£376
£2495
£6859
Typical price range is based on 282 cost profiles
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Average Cost £3741
Minimum cost £1248
Maximum cost £10600
Avg Per Hour Rates £376

Typical range $2495 to $6859 is based on 282 cost profiles.

Why these companies made our list

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