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Mather & Murray Financial

(30)

Solicitors
Informative
Pension

“Even though eventually we found out that the mortgage wasn't for us, Kerry at M&M did us an incredible service. Went above and beyond to contact us out of work hours and had all the expert knowledge I would expect. 10/10 thank you!”

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Dave Southby Financial Planning

(20)

Family
Future
Understand

“Dave provided me and my partner with a private pension and life insurance. He is very knowledgeable and explained everything very clearly, we felt we can trust him with our investments. Dave was extremely accommodating when meeting us as well as cha...”

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Crowood Financial Solutions - IFA Swindon

(9)

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...”

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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...”

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Lexington Wealth Management

(19)

Understand
Family
Invest

“We have worked with Warren for more than 10 years, he's always been helpful, explained things clearly and has always taken on board what's been important to us and helped us achieve it. He's specifically helped with our mortgage, strategic planning ...”

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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”

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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.”

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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 ...”

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Easy Financial Services

(2)

Pension Transfers, Group Personal Pension, Stakeholder Pensions

“Very professional Great sevices well recommended. Thank you Bri palmer.”

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Stratone Financial

(1)

“It is great”

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Mortgage Protection and Finance

(1)

“Your advice has been really appreciated in these uncertain times and you made the whole process much smoother and easier than expected. Your customer service and communication has been great and I have felt like a truly valued customer, always havin...”

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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...”

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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,...”

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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...”

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Alex Financial Advisor

(3)

“Alex is such an amazing coach! She reviewed my financial situation very efficiently- and now I have a plan how to clear my debts and buy a house!! I recommend her HIGHLY”

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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...”

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Matrix Trading Advisory Services

“Matrix Trading Advisory Services provides advice to trade in CFD market. We are specialized in CRUDE OIL and GOLD Trading with 15+ years of experience. Based on the experience gained, we provide real time market trend levels that allow you to make mo...”

FAQs

What will be the minimum investment and return on investment?

There is no minimum investment however the return on investment is based on your investment. If the investment is higher, return on investment will also be higher. Matrix assures 10% return on investment each month.

Do you conduct trading classes?

Matrix does not conduct any technical classes for trading as it will consume time and it is a vast area to cover. The training and demo session covered by Matrix is adequate to know trading basics and execute trade.

How reliable is your trading advice?

Matrix believes in disciplined trading and following a standard strategy for its success. Matrix expects the same discipline from customers as well. The demo and training session will help you to determine the degree of reliability.

Why do I need a trading advisor?

When you plan to invest your hard earned money in any business like stock market, mutual funds, bonds, online trading, etc., it is always better to have a technical advisor. The advice from the advisor will show you the right direction. Similarly, when you trade based on trading advice, it increases your success ratio.

Get the answers to more questions on the FAQ page on our website.

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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...”

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The CFO Centre UK

(1)

“Absolute 5 star service from both the FD I have been working with and all of the suporting team members. If you want to give your business every chance of success, then one of their FD's is a must! Affordable, flexible experts who execute thei...”

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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 ...”

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Coe Capital Wealth Management

“Coe Capital have been an enormous help in guiding me through regular savings and investments in order to buy my first home. Elliott, has always been professional and given sound and trustworthy advice.”

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Cavendish Wills & Trusts

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MMB Finance Swindon

“We believe that everyone should benefit from receiving free mortgage advice. Your mortgage advisor will guide you on how much you can borrow and what the repayments will be each month. We will explain the differences of each product, to tailor the ri...”

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Grosvenor Consultancy

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Average Cost	£3741
Minimum cost	£1248
Maximum cost	£10600
Avg Per Hour Rates	£376

Best Financial Advisors in Swindon

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Swindon area.

Mather & Murray Financial

Dave Southby Financial Planning

Crowood Financial Solutions - IFA Swindon

Fidenti Financial Planning

Lexington Wealth Management

Dandelion Financial

Swindon Financial Services

Grosvenor Consultancy

Easy Financial Services

Stratone Financial

Mortgage Protection and Finance

Watersheds

Ottaways Financial Advisers Swindon

Executive Wealth Management

Alex Financial Advisor

Swindon Financial Planning

Matrix Trading Advisory Services

Dermot Brannigan - IFA

The CFO Centre UK

Inspire Financial Planning

Coe Capital Wealth Management

Cavendish Wills & Trusts

MMB Finance Swindon

Grosvenor Consultancy

Retirement Planning and Investment Management Services in Swindon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Swindon

Popular in Swindon