BEST RATED » SWANSEA » FINANCIAL SERVICES

The Best Financial Service in Swansea

Hand-picked top 3 financial services in Swansea, UK. 50-Point Inspection includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!

CBK WALES

Suite 3, Henley House, Queensway, Fforestfach, Swansea SA5 4DJ

Since 2002

Investment Management, Raising Finance, Retirement Planning, Estate Planning, Individual Savings Accounts, Business Protection, Keyman Insurance, Shareholder Protection, Life Insurance, Wrap Accounts, Pension Advice, Executive Income Protection Cover, Relevant Life Cover, Partnership Protection, Pension Transfer Advice & Pension Planning

Specialises in Business to Business & Financial advice - They pride themselves on providing their clients with clear and concise financial advice - Offer clear, complimentary advice on the most appropriate financial products for your personal circumstances - A pension is a long-term investment they can advise you on the best solution for you

Registration 05577803

info@cbkwales.co.uk

cbkwales.co.uk

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

WATERMARK FINANCIAL PLANNING LTD.

98 Walter Road, Swansea SA1 5QJ

Since 2009

Wills, Individual Savings Accounts, Bespoke Investment Portfolios, Passing on Assets, Mortgage Advice, Mortgages, Auto Enrolment, Pensions, Life Assurance, Critical Illness Cover, Long Term Care Funding, Flexible Income Drawdown, Annuity Retirement Planning, Protection Planning, Investment Management, Savings & Inheritance Tax Planning

With offices in Chepstow & Henley-In-Arden - They provide bespoke solutions that are tailored to individual needs -They give you access to an extensive portfolio of products and services that are beneficial to individuals, businesses or both - Advice from Watermark could be crucial in helping to keep your personal and business assets within your family

Registration 06960247

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watermark-financial.co.uk

Reviews

Mon - Fri 9:30 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report

SIP WEALTH MANAGEMENT

11 Axis Court, Swansea SA7 0AJ

Since 2003

Pension Fund Management, Retirement Planning, Retirement Options, Auto Enrolment, Investment Portfolio Planning, Investment Process, Life Assurance, Income Protection Assurance, Mortgages, Estate Planning, Shareholder Protection Insurance, Small Self Administered Scheme, Self-Invested Personal Pensions, Key Man Cove &, Auto Enrolment Pensions

Focuses on Wealth Management Services - With over 50 years experience and expertise in developing ‘Self Invested’ Pension and Investment Portfolios - All professional advisers would agree that a properly designed and constructed Investment Portfolio should comprise of all the major investment classes; Pension, Property, Stocks and Shares and Cash-Based Funds bearing interest

Registration 04807711

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sipwealthmanagement.co.uk

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report