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Financial Advisors in Swansea

List of financial advisors & consultants in Swansea. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Tim Taylor & Co

Tim Taylor & Co

Swansea, Swansea, Wales, SA3 4BL

Tim Taylor & Co provide professional accounting and bookkeeping services in Swansea. We work with individuals and SME businesses across a wide range of sectors, delivering everything from tax compliance and end of year account services to VAT, payroll and invoicing. We are here to take the burden away of compulsory business accounting admin, and to make sure you are fully compliant with laws and legislation. less

Park House Financial Services

Park House Financial Services

Swansea, Swansea, Wales, SA2 0TY

We believe in providing excellent customer service and helping you to identify and work towards your life and financial goals - the immediate, those on the horizon and looking forward to the future. With offices in Kent and Wales, Park House is able to provide high quality, personal and affordable financial advice services across most of the UK. less

Estate Capital Financial Management

Estate Capital Financial Management

Swansea, Swansea, Wales, SA2 0PA

Led by chartered financial planners and supported by a team of financial advisers, market analysts, researchers, investment managers and technical administrators – Estate Capital is structured to provide the most relevant financial advice to a broad range of private and corporate clients. less

Watermark Financial Planning

Watermark Financial Planning

Swansea, Swansea, Wales, SA1 5QJ

We provide wealth management and financial planning services throughout the UK, tailored to the needs of our clients. From protecting your business to safeguarding your families future, the implementation of a robust wealth protection strategy is equally as important as a wealth creation strategy. less

Morgan Hemp & Co. Accountants

Morgan Hemp & Co. Accountants

Swansea, Swansea, Wales, SA1 5QF

Morgan Hemp is one of South Wales' leading accountants, serving businesses and professional practices across the UK. Whether you are a large limited company or just starting out we can help you manage all your financial matters from book keeping and wages to annual accounts and raising finance. We are more than bean counters - we can help your business thrive. less

Clive Atkins & Co

Clive Atkins & Co

Swansea, Swansea, Wales, SA1 4EH

After 30 years in the accounting industry, Clive Atkins & Co is still operating with the same core values – professionalism, a friendly service, and always going the extra mile for clients. As a team of leading accountants in Swansea, they are dedicated to your success. less

N & P Financial Services

N & P Financial Services

Swansea, Swansea, Wales, SA6 7DY

For an inheritance tax advisory service in West Wales, please call N&P Financial Advisors today. We are a family run business and we have been established since 1990. Our team have a wealth of experience and repeatedly receive many referrals through our large client bank. Our motto has always been that the client is foremost in our thoughts and their wishes and aspirations are key to our success. We offer the personal touch to ensure that we meet our clients' needs. less

A J H Financial Services

A J H Financial Services

Swansea, Swansea, Wales, SA7 9LA

As local financial advisers with in excess of 30 years experience within the financial service industry, our advisers have a wealth of knowledge, taking great pride in the quality of service offered to our clients. Our services include independent whole of market unbiased advice on Financial and Holisitic Financial planning including: Personal & Corporate Pensions, Occupational Pensions, ISAs, Long Term Care, Unit Trusts, Investments, Life Assurance, Inheritance Tax Planning, NEST. less

SIP Wealth Management

SIP Wealth Management

Swansea, Swansea, Wales, SA7 0AJ

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. less

Harris Bassett

Harris Bassett

Swansea, Swansea, Wales, SA7 9FG

Harris Bassett provide accountancy and support services to businesses and individuals in the South and West Wales area. The firm includes a team of highly trained specialists who are all former employees of international accountants Touche Ross. Our aim is to respond rapidly to your requirements and we believe that our advice and assistance should be relevant and practical in order to be effective. less

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Most of the usual clients of a financial advisor in Swansea would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Swansea to help us get on the right pat. However, nowadays the clientele of a financial advisor in Swansea is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Swansea. A financial advisor in Swansea is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Swansea is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Swansea.

Tip from a Financial Advisor in Swansea: Take Bigger Risks

You are maybe thinking that a financial advisor in Swansea in their right state of mind would never advise you on taking risks. However, the good financial advisor in Swansea knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Swansea would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Swansea: Invest in Yourself

Another important tip from a financial advisor in Swansea you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Swansea will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Swansea won’t get tired to tell you.

Tip from a Financial Advisor in Swansea: Follow Opportunities

Like literary, a good and experienced financial advisor in Swansea can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Swansea knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Swansea would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Swansea and allow yourself all chances.