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    Financial Advisors Swansea Near Me

    Sterling Welsh Independent Financial Advisers Ltd Ashley Kissick Financial Advisers Cosgrove Brown Financial Planning Limited Estate Capital Financial Management Clearview I F A Ltd LUNA Financial Planning Ltd Precision Financial
    Swansea > Financial planner > financial advisors Swansea

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    1. Sterling Welsh Independent Financial Advisers Ltd - Castle

    路 31 reviews

    Princess House, Princess Way, Swansea SA1 3LW, United Kingdom

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    1. 1. Independent financial advisers in Cardiff and Swansea catering to first-time buyers, remortgaging, and buy-to-let landlords.
    2. 2. Professional team providing mortgage and financial advice with a focus on personalized service and client satisfaction.
    3. 3. Fully independent brokerage offering mortgage and insurance products from the whole market for comprehensive financial solutions.
    4. 4. Recognized leader in the industry for expert mortgage advice and hassle-free arrangements for clients' financial needs.
    5. 5. FCA authorized Mortgage Advisers in Mumbles, Swansea, providing expert guidance on financial situations.

    2. Watermark Financial Planning - Uplands

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    路 2 reviews

    1st Floor, 98 Walter Rd, Swansea SA1 5QJ, United Kingdom

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    1. 1. Personalized Wealth Management: Tailored financial planning services to meet the unique needs of each client throughout the UK.
    2. 2. Expert Guidance: Experienced professionals, Mark Sansum and Philippa Ware, providing top-notch financial advice and support.
    3. 3. Comprehensive Services: Covering a wide range of financial aspects to ensure a holistic approach to wealth management.
    4. 4. Trust and Reliability: Building long-term relationships with clients based on trust, transparency, and integrity.
    5. 5. Professionalism: Commitment to excellence in delivering high-quality financial solutions for individuals seeking to secure their financial future.

    3. Sterling Rees Wealth Management Ltd - Castle

    路 3 reviews

    Christina St, Swansea, SA1 4EW, United Kingdom

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    1. 1. Bespoke Service: Tailored financial advice to meet your specific needs in a clear and cost-effective manner.
    2. 2. Nationwide Coverage: Part of a national company, serving clients throughout the UK with experienced mortgage advice.
    3. 3. Comprehensive Services: Offering a full range of financial services including investment, wealth management, and pensions advice.
    4. 4. Personalized Financial Planning: From purchasing a home to retirement, we create customized solutions for your financial goals.
    5. 5. Professional Expertise: Highly experienced team providing personal and professional service either remotely or at our Swansea office.

    4. First Financial Alliance Ltd - Castle

    路 2 reviews

    Frigate House, Quay Parade, Swansea, SA1 1SR, United Kingdom

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    5. Ashley Kissick Financial Advisers - Uplands

    路 3 reviews

    10 St James's Cres, Swansea, SA1 6DZ, United Kingdom

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    1. 1. Personalized Financial Advice: Tailored guidance for individuals, businesses, and trustees to help achieve financial goals with a clear path.
    2. 2. Empathetic Approach: Ashley Kissick values trust and service, allowing clients to go at their own pace with comfort and regular interaction.
    3. 3. Expertise in Pensions: Specializing in reviewing and optimizing pensions to ensure they align with retirement goals and grow as a valuable asset.
    4. 4. Maximizing Investments: Providing access to a specialist cash management service to make money work harder in a low-interest rate environment.
    5. 5. Business Financial Planning: Understanding the complexities of business planning, offering advice on employee benefits, capital investments, and key individual protection.

    6. Solidus Financial Planning - Castle

    路 1 reviews

    163 St Helen's Rd, Nicholl St, Entrance, Swansea, SA1 4DQ, United Kingdom

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    7. Cosgrove Brown Financial Planning Limited - Llangyfelach

    路 29 reviews

    Unit 1 (GF), Dragon 24, Penllergaer Business Park, Swansea, SA4 9HJ, United Kingdom

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    8. Estate Capital Financial Management - Uplands

    路 2 reviews

    7 Uplands Cres, Uplands, Swansea SA2 0PA, United Kingdom

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    1. 1. Trustworthy Chartered Financial Advisor: Get bespoke financial planning tailored to your goals and enjoy peace-of-mind with Estate Capital.
    2. 2. Client-Focused Approach: Benefit from clear advice, regular reviews, and ongoing support to achieve your financial objectives with Estate Capital.
    3. 3. Expertise and Qualifications: Chartered Financial Planners with in-house research provide relevant, considered advice for your financial future.
    4. 4. Independent and Unbiased: Estate Capital remains completely independent to provide professional, unbiased advice for your financial security.
    5. 5. Proven Track Record: With a high client retention rate, trusted by loyal clients, and over 拢330 million of assets overseen, Estate Capital is a top financial advisor.

    9. SIP Wealth Management - Llansamlet

    路 22 reviews

    11, Axis Court Mallard Way, Swansea Vale, Llansamlet, Swansea SA7 0AJ, United Kingdom

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    1. 1. Over 50 years of experience and 拢420m under management, providing trust and stability in uncertain times for our clients.
    2. 2. Our strategy combines financial return with positive social and environmental impact, making a difference in the world.
    3. 3. Proudly the first company in Wales to achieve Chartered Financial Planner status, setting the standard for excellence in financial planning.
    4. 4. Investing in major asset classes like Pension, Property, Stocks, and Cash Funds to manage risk and ensure stability in all market conditions.
    5. 5. Benefit from clear and accurate reporting for all your investments and pensions with our extensive portfolio management experience.

    10. Phillip Copp Financial Planning Ltd - Castle

    Maritime Quarter, Swansea, SA1 1FZ, United Kingdom

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    11. Dyer John - Uplands

    100 Walter Rd, Swansea, SA1 5QE, United Kingdom

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    12. Clearview I F A Ltd - Castle

    6 Thomas St, St Thomas, Swansea SA1 8AT, United Kingdom

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    13. Reform Financial Ltd - Uplands

    147 St Helen's Rd, Swansea, SA1 4DE, United Kingdom

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    14. UNIQ Family Wealth - Castle

    Princess House, Princess Way, Swansea SA1 3LW, United Kingdom

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    15. LUNA Financial Planning Ltd - Castle

    221 High St, Swansea, SA1 1NW, United Kingdom

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    16. A & J Enterprises - St. Thomas

    路 1 reviews

    Unit 12, J Shed Arcade, Kings Rd, Swansea SA1 8PL, United Kingdom

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    17. Precision Financial - Castle

    West Glamorgan House, 12 Orchard St, Swansea SA1 5AD, United Kingdom

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