3 Best Financial Services in Swindon

“Mather & Murray Financial Ltd is an independent financial planner in Swindon. The firm was established in 2014 by Samuel Mather-Holgate and Steve Murray. With their financial advisory head office based in Swindon, they believe clients should have access to quality advice regardless of their circumstances. The firm offers holistic, independent financial advice and creates comprehensive financial plans to secure the best future for clients and their families. Utilizing state-of-the-art technology, they deliver top-tier advice and service. Clients can access up-to-date policy information live via their client portal. Mather & Murray provides quality advice, investment solutions, and ongoing service to help achieve financial goals.”

Read more

“Anderson Wealth Management Ltd is a family-run financial planning firm in Swindon. Over the last 25 years, they've helped countless people own homes and set themselves up for the future, earning a reputation for reliability and trust. They are proud to do things differently by putting people at the heart of everything they do – plus, they don't charge fees, ensuring their services are accessible to all. Whether you're planning for retirement, investing in your future, or managing your wealth, their experienced financial planners are dedicated to helping you achieve your financial requirements and objectives. Anderson Wealth Management Ltd also offers personalized advice tailored to each client's unique situation, ensuring a comprehensive and thoughtful approach to financial security.”

Read more

“Future Planning is one of the leading financial services firms in Swindon. Sanjay serves as the independent financial planner and managing director. Future Planning works closely with clients to make smarter money decisions and plan for a more rewarding future. They are dedicated to helping clients achieve their goals and maximize the efficiency of their financial resources. Whether you're employed, self-employed, or a director, they can help you understand and plan for your financial future, regardless of how close retirement is. Their friendly, knowledgeable team provides guidance for a brighter, more secure future. Based in Wiltshire, they serve clients across the UK and overseas.”

Read more