Sterling Rees Wealth Management Ltd is a financial services company dedicated to client satisfaction. Under the leadership of Director Michaela Rees, the firm specializes in addressing complex tax issues and devising solutions for clients, boasting over 20 years of experience in taxation. They guide individuals and corporate entities, helping them identify the most suitable financial solutions tailored to their needs. With its highly skilled mortgage advice, the company is equipped to deliver personal and professional service. Their fee structure is transparent and easy to comprehend, and they take pride in customizing their services to align with the client's budget while fulfilling their objectives. Their approach revolves around offering a bespoke, transparent, and cost-effective service to all their clients. Sterling Rees Wealth Management Ltd engages in one-on-one consultations to discuss your unique circumstances and current financial situation. They will provide an in-depth analysis of your current financial position and outline their initial thoughts on the plan during these meetings.
UNIQUE FACTS:
• Free Initial Consultation.
• Professional and Experienced Team.
• Pensions Shortfall Calculator Available.
• Review The Plan & Progress Updates .
3 Best Financial Services in Swansea, UK
Expert recommended Top 3 Financial Services in Swansea, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
STERLING REES WEALTH MANAGEMENT LTD REVIEWS
Excellent, professional advice from an IFA who was extremely competent in his field. Mr Paul Storer provided an excellent service and I would highly recommend Sterling Rees Wealth Management for your future financial requirements.
Sterling by name sterling by nature! Seriously though, been using their services for a while now and they've helped me loads in saving money with sound advice and good deals over a whole array of financial products. Can't recommend them enough.
We found the experience with Sterling Rees to be straightforward and hassle free. Paul was excellent and we would definitely recommend this company to any first time home buyers.
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CBK Wales is a locally independent financial consulting firm in Swansea that offers various financial services. Mark Kearle and Martin Rivers are independent financial advisors and directors at CBK Wales. The team at CBK Wales is attentive to your requirements and preferences, and they strive to deliver the most suitable financial products tailored to your unique circumstances. Their primary mission is to offer clear and informative guidance, empowering clients to make well-informed decisions regarding critical financial matters. The experienced advisors at CBK Wales offer confidence and peace of mind by providing professional assistance with financial matters. Their fully trained and qualified independent financial advisors work closely with you and your family to transform your aspirations into reality. CBK Wales is committed to delivering the right financial solutions for its clients, encompassing investments, family protection, and retirement planning. Their services are accessible to both businesses and individuals across the UK. They are known for offering clear and concise advice, paying close attention to your needs to ensure they provide the most fitting financial products for your circumstances.
UNIQUE FACTS:
• Fully Trained and Qualified Independent Financial Advisers.
• Provide Appropriate Advice.
• Widest Range of Financial Products & Services Available.
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Working Hours:
Sat & Sun: Closed
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CBK WALES REVIEWS
Tells me exactly what I NEED to hear rather than what I want to hear - is very much on the ball regarding what I should expect from my investments & pension and has been useful in advising on how to reduce costs on other items. What could they have done better? Not a lot, I am very happy with them.
I have been a client of Mark for over 9 years and he has been extremely successful in helping me manage my finances. For me his mortgage advice has saved me many thousands of pounds by switching provider. It is always enjoyable visiting Mark's office for review.
I have already recommended your services to several of my friends and colleagues and will continue to do so.
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Cosgrove Brown Financial Planning Ltd features a team of experienced chartered financial planners specializing in various financial services, such as residential and business mortgages, commercial loans, and business and personal insurance services. Their primary focus is on guiding clients toward comprehensive financial planning that encompasses life's various aspects, emphasizing the pursuit of financial independence and the attainment of their financial goals. With over eleven years of proficiency, their advisers are adept at providing tailored guidance on pensions, wealth management, investments, inheritance tax planning, and commercial finance. Benefit from the expertise of an experienced team of financial advisers and mortgage brokers at Cosgrove Brown Financial Planning. Their services encompass a broad array of offerings, including complex commercial financing, wealth management, and investments, designed to meet the needs of individuals, families, and businesses. As highly qualified and reliable financial advisers in Swansea, they are dedicated to delivering substantial value to their clients. Cosgrove Brown Financial Planning offers an initial meeting at no cost, underscoring its commitment to providing accessible and client-focused services.
UNIQUE FACTS:
• No Obligation Initial Meeting.
• Online Appointments.
• On-site Services.
• Trusted Advisers.
• Tailored Advice.
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COSGROVE BROWN FINANCIAL PLANNING LTD REVIEWS
I can’t recommend Dan and Ieuan enough. From the first consultation meeting to. Completing in my new forever home. Everytime I was contacted I was updated with the process. I felt no stress or worries during the process. Every little detail was covered and nothing was missed. Top service by a top company and 2 very well educated and professional guys. Will definitely be using them again and can’t recommend them enough.
Leuan and Dan at Cosgrove and Brown are fantastic. They are exceptionally timely in their responses and very clear about what they need and expect from us. Also, they are personable and friendly! Thanks again for everything both!
Absolutely outstanding service getting a mortgage from Daniel Bailey at Cosgrove Brown -. He's been fantastic from start to finish and is always available to answer emails or speak on the phone. Top class service.
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