About the Business

SIP Wealth Management is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing 'Self Invested' Pension and Investment Portfolios. Our expertise allows us to educate and inform our clients thereby encouraging them and empowering them to take as much control of their own pension and investment portfolios as they may wish to. We create the structure and provide the financial advice to help individuals create their own portfolio both within a Pension Fund or outside.

The world of pensions and investments is constantly changing. With new legislation continually being introduced individuals and companies need to carefully consider the 'portfolio structure' and 'taxation' issues affecting their personal and corporate wealth and finances. The importance of developing a spread portfolio across the full range of asset classes has never been more important.

Location & Hours

11 Axis Court, Mallard Way

Swansea, SA7 0AJ
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