Best Financial Services in Swansea

Expert recommended Top 3 Financial Services in Swansea, UK. All of our financial services face a rigorous 50-Point Inspection, which includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!


Henley House, Queensway, Fforestfach, Swansea SA5 4DJ Directions

Since 2002

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.

Registration 05577803

[email protected]


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

TBR® Inspection Report


98 Walter Road, Swansea SA1 5QJ Directions

Since 2009

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.

Registration 06960247

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

TBR® Inspection Report


7 Uplands Crescent, Swansea SA2 0PA Directions

Since 2003

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

Registration 4688919

Price: Starts from 2% but reduce to 0.25% depending upon the size of the investment

[email protected]


Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report