Financial Advisor Swansea
As financial advisors in Swansea we are authorised and regulated by The Financial Services Authority and can visit our clients at their homes or we can faciltate meetings at our office, whichever you prefer.
Financial Adviser Swansea – Welcome to Tailored Financial Advice
Independent Financial Advisor in Swansea & Surrounding Areas…
As independent financial advisers in Swansea we are able to provide personalised advice on many different areas from investments to pensions. We work on the basic principles of quality service and advice. We work closely with our clients and place great value on personal contact. Our advisers have a wealth of experience and knowledge to offer to new and existing clients.
Based in Swansea we have been working in the financial services industry for many years. As Independent Financial advisers we are available to provide advice on a broad range of financial services to ensure that the our client’s needs are met in full.
Get in touch today! All of our first consultations are FREE without obligation.
What we offer:
Wealth Management
Financial Planning
Investments & Savings
Tax & Trust Planning
Mortgages
Financial Advisor Swansea – About Tailored Financial Advice
A Little About Us…
As a financial adviser in Swansea with over 50 years combined experience, we offer a comprehensive financial planning service for all your pension, investment and protection needs. Our aim is to ensure that the advice you receive is up-to-the minute, pertinent, forward-looking and most important of all – cost effective. Using the latest technology and systems we can help you understand your current position in relation to your short, medium and long term goals and implement strategies which will allow you to protect and develop your assets.
As a directly authorized independent financial adviser we have no ties to any product provider and can concentrate on finding the best and most cost effective solution for your needs. Using the latest technology and systems allows our clients to access their financial information in a safe and secure environment. Essentially, it means we can offer you more of what you are looking for – irreproachable advice and impeccable personal service.
