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3 Best Financial Services in Swindon, UK

Expert recommended Top 3 Financial Services in Swindon, 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. Only the bee's knees!

MATHER & MURRAY FINANCIAL LTD

Ground Floor, Eastcott House, 4 High Street, Swindon SN1 3EP Directions

Since 1996

Here’s The Deal:
'Mather & Murray Financial Ltd' offers truly holistic, independent financial guidance and create a lifetime financial plan to secure the most desirable future for you and your family. Samuel Mather-Holgate and Steve Murray are directors of the Mather & Murray Financial Ltd Swindon. Sam is a retirement solutions specialist who advises clients to near to retirement fulfil their dreams. He simplifies these in plain English and makes the complex simple. Steve has huge knowledge in managing complex finance solutions for clients where high street lenders won’t offer terms. They use state of the art technology and services to give their clients advice, treat their customers fairly, and give your adviser the service. Mather and Murray Financial believe all clients should access quality advice no matter what their situations.

SPECIALITY:
Mortgage Advice, First Time Buyers, Remortgaging, Buy to Let, Self Employed, Bad Credit, Sportspeople and Celebrities, Conveyancing Quote, Equity Release, Pensions, Funding your pension, Options at retirement, Pension Freedoms, Defined Benefits/Final Salary transfer Specialists, Insurance & Investments

Registration 696226

[email protected]

matherandmurray.co.uk

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Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

ANDERSON WEALTH MANAGEMENT LTD

Suite I, Market House Business Centre, 1-2 Marlborough Rd, Old Town, Swindon SN3 1QY Directions

Since 2012

Here’s The Deal:
Anderson Wealth Management Ltd is a family-run, independent financial advisory firm in Swindon, UK. The firm provides a broad range of specialist services. Their clients are a mixture of private individuals and business owners who understand that they can check their financial affairs' full potential by seeking their professional advice. Joe Anderson is an independent financial adviser who specialises in retirement planning, investment advice and inheritance tax planning. Their focus is on building long-term relationships, maintaining personalised, professional service. Anderson Wealth Management Ltd put its client's best interests at the heart of everything they do.

SPECIALITY:
Retirement, Pension Accumulation Planning, Pension Consolidation, Retirement Advice, Auto Enrolment Pensions, Corporate Pension, Investment, Mortgages, Personal/Family & Business Protection

Registration 08318838

[email protected]

andersonwm.co.uk

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Mon-Thu: 9am - 6pm
Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

LEXINGTON WEALTH MANAGEMENT

Orchard House, Bagbury Lane, Lydiard Millicent, Swindon SN5 4LX Directions

Since 2005

Here’s The Deal:
Lexington Wealth Management is an independently owned financial consultancy practice firm in Swindon that offers comprehensive financial, investment and estate planning advice. Warren Shute is the chartered wealth manager and managing director of Lexington Wealth Management. He provides unbiased advice to a select number of private clients. He has been in the industry since 1995. Nicky Shute is the finance manager and co-founder of the firm. Their highly-skilled team focuses on your needs, goals and ideals. Their approach reaches beyond traditional financial advice, and they educate and inspire you to pursue the life you desire. After they establish your lifestyle goals, they create a bespoke plan to organise your financial resources so that you can achieve them. Lexington Wealth Management host meetings at their offices, located in a quaint country setting.

SPECIALITY:
Financial, Retirement, and Estate Planning, Investment, Windfall and Risk Management, Dimensional Fund Advisors & Charitable Work

NMA Top 100 award 4 times including 2020 - The David Norton Building Excellence Award in 2019

Registration 05503144

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lexingtonwealth.co.uk

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: