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 and Estate Planning, Individual Savings Accounts, Business Protection, Keyman Insurance, Shareholder Protection, Life Insurance, Wrap Accounts, Executive Income Protection Cover, Relevant Life Cover, Partnership Protection & Pension Transfer Advice

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, 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

Send Email

watermark-financial.co.uk

Reviews

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

TBR® Inspection Report

ESTATE CAPITAL FINANCIAL MANAGEMENT

7 Uplands Crescent, Swansea SA2 0PA

Since 2003

Investment and Pension Advice, Retirement Planning, Pension Transfer Advice, Estate Planning, Inheritance Tax Planning, Family Protection, Wealth Management, Investment Management and Portfolios, Business Protection, Clear Financial, Wise Investment, Helpful Pension, Beneficial Retirement Choices & Avoiding Inheritance Tax

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

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

mail@estatecapital.co.uk

estatecapital.co.uk

Reviews

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

TBR® Inspection Report