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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.”

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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.”

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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.”

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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...”

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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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Pensions & Annuities

(3)

“Professional and friendly. Neil and the team have great knowledge and are always happy to help. Highly recommended.”

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Eames Laurie Financial Services

(3)

“A great team, who pay attention to your needs”

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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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Hawkeye Financial

(1)

“An excellent, professional and complete service. Delivery was on time, on budget and on scope. Many thanks!”

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Grosvenor Consultancy

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Future Planning - Independent Financial Adviser

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

(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😁 …”

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Stratone Financial

(1)

“It is great”

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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.”

Featured

**IMPORTANT NOTE**nnWe have been made aware that there are individuals out there purporting to be representing Future Balance Finance in order to get you to 'invest' in their Trading solutions.nnTHIS IS A SCAM. This is nothing to do with Future Balance Finance - we are a financial advice service and are not involved in trading in any way, shape or form.nnPlease let us know if someone has contacted you pretending to be from Future Balance.

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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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Ottaways Financial Advisers Swindon

Mortgages, Pensions, Savings & Investments

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Executive Wealth Management

Auto Enrolment, Mortgages, Pensions

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MMB Finance Swindon

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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.”

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Swindon Financial Planning

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Dermot Brannigan - IFA

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Coe Capital Wealth Management

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Inspire Financial Planning

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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

Lexington Wealth Management

Crowood Financial Solutions - IFA Swindon

Fidenti Financial Planning

Pensions & Annuities

Eames Laurie Financial Services

Dandelion Financial

Hawkeye Financial

Grosvenor Consultancy

Future Planning - Independent Financial Adviser

Easy Financial Services

Stratone Financial

Future Balance

Swindon Financial Services

Ottaways Financial Advisers Swindon

Executive Wealth Management

MMB Finance Swindon

Alex Financial Advisor

Swindon Financial Planning

Dermot Brannigan - IFA

Coe Capital Wealth Management

Inspire Financial Planning

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