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    Best Self-employed Consultants Swansea Near Me

    Estate Capital Financial Management EFT Consult SIP Wealth Management The St David's Partnership Green Hat Consulting Ltd Clearview I F A Ltd

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    1. Solidus Financial Planning - Castle

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    · 1 reviews

    163 St Helen's Rd, Nicholl St, Entrance, Swansea, SA1 4DQ, United Kingdom

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    2. Portfolio Financial Consultancy - St. Thomas

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    · 0 reviews

    Unit 2, Langdon House, Langdon Rd, St Thomas, Swansea SA1 8QY, United Kingdom

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    1. 1. Personalized Financial Planning: Tailored financial plans to help you achieve your goals, with a focus on your unique needs.
    2. 2. Trusted Expertise: Backed by Ascot Lloyd, a leading Independent Financial Advice firm, dedicated to building lasting client relationships.
    3. 3. Continued High Standard of Service: Valued clients receive the same exceptional service under the Ascot Lloyd name.
    4. 4. Stay Informed: Regular updates on financial planning and stock market information to keep you informed and empowered.
    5. 5. Regulated and Reliable: Authorized and regulated by the Financial Conduct Authority, ensuring professionalism and trustworthiness.

    3. First Call Financial Solutions - Castle

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    · 0 reviews

    Alexandra House, 1 Alexandra Rd, Swansea SA1 5ED, United Kingdom

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    4. Estate Capital Financial Management - Uplands

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    · 2 reviews

    7 Uplands Cres, Uplands, Swansea SA2 0PA, United Kingdom

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    1. 1. Trustworthy Chartered Financial Advisors providing bespoke financial planning for a secure future and peace of mind.
    2. 2. Expertise in Long-Term Financial Planning tailored to your goals, with regular reviews and ongoing support for financial freedom.
    3. 3. Diverse Clientele from individuals to high net worth clients benefit from clear options and top-tier service for financial success.
    4. 4. Gold Standard Qualifications with chartered financial planners and a commitment to independence for unbiased advice.
    5. 5. Trusted by Hundreds with a 98.7% client retention rate and over £330 million in assets overseen, your finances are in safe hands.
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    5. Watermark Financial Planning - Uplands

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    · 2 reviews

    1st Floor, 98 Walter Rd, Swansea SA1 5QJ, United Kingdom

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    1. 1. Personalized Wealth Management: Tailored financial planning services to meet the unique needs of each client throughout the UK.
    2. 2. Expert Guidance: Experienced professionals Mark Sansum and Philippa Ware provide top-notch advice for maximizing wealth and financial security.
    3. 3. Comprehensive Services: From retirement planning to investment strategies, Watermark Financial Planning offers a wide range of services to help clients achieve their financial goals.
    4. 4. Trustworthy Reputation: With a solid track record of success, Watermark Financial Planning is a trusted partner in managing and growing wealth.
    5. 5. Client-Centered Approach: Putting the needs and goals of clients first, Watermark Financial Planning ensures a personalized and attentive service experience.

    6. EFT Consult - Llansamlet

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    · 3 reviews

    Phoenix House, Enterprise Park, Llys Felin Newydd, Llansamlet, Swansea SA7 9FG, United Kingdom

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    7. Phillip Copp Financial Planning Ltd - Castle

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    Maritime Quarter, Swansea, SA1 1FZ, United Kingdom

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    8. SIP Wealth Management - Llansamlet

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    · 22 reviews

    11, Axis Court Mallard Way, Swansea Vale, Llansamlet, Swansea SA7 0AJ, United Kingdom

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    1. 1. Over 50 years of experience and £420m under management, providing clients with trust and stability during uncertain times.
    2. 2. A unique strategy that aims for financial returns while making positive social and environmental impacts.
    3. 3. Proudly the first company in Wales to achieve Chartered Financial Planner status, ensuring top-notch financial planning services.
    4. 4. Diversified investment approach covering Pension, Property, Stocks, Shares, and Cash Based Funds to manage risk effectively.
    5. 5. Tailored financial plans specific to individual objectives, with clear and accurate reporting for all investments and pensions.

    9. CBK Wales - Cockett

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    · 1 reviews

    Henley House, Queensway, Fforest-fach, Swansea SA5 4DJ, United Kingdom

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    1. 1. Personalized guidance: Our team of fully trained advisers work closely with you to make your financial dreams a reality.
    2. 2. Whole market search: We search the market for the best deals to offer clear & concise advice tailored to your needs.
    3. 3. Long-term investment expertise: Let us advise you on the most suitable pension solution for your future financial security.
    4. 4. Honest advice: Mark provides straightforward guidance without any sales pitch, ensuring you make informed decisions.
    5. 5. Regulated and trusted: CBK Wales is a trading name of CBK Swansea Ltd, authorized and regulated by the Financial Conduct Authority.

    10. Environmental Resources Management - Castle

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    · 1 reviews

    Ethos, Kings Road Swansea Waterfront, Swansea SA1 8AS, United Kingdom

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    11. The St David's Partnership - Llansamlet

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    Unit A2, Phoenix Business park, Lion Way, Llansamlet, Swansea SA7 9FZ, United Kingdom

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    1. 1. Personalized Financial Planning: Our experienced advisers tailor recommendations to your unique circumstances and goals for optimal financial success.
    2. 2. Trusted and Established: With over 30 years in business, we manage over £150 million for 3,000 clients, ensuring financial security.
    3. 3. Regulated and Ethical: Rest assured, we are fully regulated by the Financial Conduct Authority, guaranteeing legality, ethics, and honesty in all dealings.
    4. 4. Independent and Comprehensive: As an independent partnership, we offer unbiased advice from the whole market, ensuring the best options for your financial needs.
    5. 5. Professional and Approachable: Our team of advisers are experienced, pragmatic, and understanding, committed to delivering on promises and providing top-notch service.

    12. Green Hat Consulting Ltd - Llansamlet

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    · 2 reviews

    Beech House, Phoenix Business park, Lion Way, Llansamlet, Swansea SA7 9FZ, United Kingdom

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    1. 1. Expert Construction Knowledge: Trusted by Housing Associations and Contractors for precise and innovative solutions in building projects.
    2. 2. Practical and Trustworthy: Approachable professionals who prioritize clear communication and reliable service for safe and sustainable communities.
    3. 3. Timely Expert Delivery: Known as the go-to organization for fast, thorough, and compliant services in the construction industry.
    4. 4. Creative Problem Solvers: Inspired by Dr. Edward de Bono's six colored hats, they love generating new ideas to save time, money, and energy.
    5. 5. Click for More: Explore their services by clicking on the Green Hats to discover how they can benefit your construction projects.

    13. Clearview I F A Ltd - Castle

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    6 Thomas St, St Thomas, Swansea SA1 8AT, United Kingdom

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