Henley House, Queensway, Fforestfach, Swansea SA5 4DJ Directions
Inheritance Tax, Estate and Investments Planning, Raising Finance, Retirement Plans and Pension Advice, Share and Partnership Protection, Key person income Protection, Wrap Accounts, Employee Benefits, Individual Savings Accounts, Mortgage Advice, Buy to Let Mortgages, Equity Release & Open-Ended Investment Company
CBK Wales is made up of local, independent financial advisers who are educated in a wide range of financial services. The company listen to your needs and offer the most appropriate financial products for your personal circumstances. CBK they are committed to providing the right financial solutions for their clients. Experienced advisers provide you with confidence and peace of mind, using their professional help with financial matters.
TBR® Inspection Report
WATERMARK FINANCIAL PLANNING LTD.
98 Walter Road, Swansea SA1 5QJ Directions
Retirement, Financial, Inheritance Tax, Investment and Savings Planning, Money Management, Investment Portfolio, Whole-of-Life Assurance, Critical Illness Cover, Business Protection, Mortgages, Life & Income Protection
Watermark Financial Planning, they fully understand you, your goals and ambitions, they will construct a tailored financial plan. The team at Watermark have all worked extensively in the finance sector and bring a wealth of combined experience. Offers a relaxed, discreet environment in which to discuss your requirements and take pride in the fact that their business grows from the recommendations of existing clients. They will guide you through the opportunities and challenges you may face and support you along the way. Serves also in Chepstow & Henley-In-Arden.
TBR® Inspection Report
ESTATE CAPITAL FINANCIAL MANAGEMENT LIMITED
7 Uplands Crescent, Swansea SA2 0PA Directions
Investment and Financial Advice, Investment Portfolios and Outlook, Education Funding, Inheritance Tax, Trustee Responsibility, Discretionary Management, Pension Transfer, Family & Business Protection Assurance
Estate Capital Financial Management they focus their advice on creating bespoke financial planning. Their initial client meeting is offered at no cost or obligation for ThreeBestRated customers. Trusted by 840 private clients, 35 corporate clients, a client retention rate of 98.7% and with more than £215 million of private assets overseen by their team, their clients have peace-of-mind that their finances are in safe hands. All of their clients benefit from a clear understanding of the options available, regular reviews with their advisers and the on-going support from their entire team.
FT Adviser Top 100 Financial Advisers list for 2018
Price: Starts from 2% but reduce to 0.25% depending upon the size of the investment