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    Best Financial Advisors Swindon Near Me

    Anderson Wealth Management Ltd Mather & Murray Financial Ltd Financial Advice Group Intrinsic Financial Services Coe Capital Wealth Management Ltd Swindon Financial Services Aspire Wealth Management Hawkeye Financial Ltd

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    1. Ottaways Financial Advisers Swindon - Stratton St. Margaret

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    · 0 reviews

    Pure Offices, 69, Swindon SN2 8BW, United Kingdom

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    4worldlovers: We are an experienced team of financial advisers based in Swindon. We offer a range of financial, mortgage, pension and insurance advice, tailored to your needs and designed to help you make the right choices on the most important financial decisions.

    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

    You are the focus of our business: You, your life, your family, your future.

    Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

    So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

    This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

    Call me today on 01793 488044 or complete my short enquiry form by clicking on the form button below and I'll be pleased to help you.

    If you’re looking for an experienced financial adviser, based in Swindon, then please get in touch today. Whether you’re looking for advice on financial planning, mortgages, pensions, protections or saving & investments, or simply have any questions, give us a call today on 01793488044 and one of our friendly financial advisers will be happy to help.

    2. Anderson Wealth Management Ltd - Central Swindon South

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    · 32 reviews

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

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    4worldlovers: We offer a wide range of specialist independent services, including advice on Investments, Pensions & Retirement, Borrowing, Insurance and Inheritance Tax planning.

    We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have suitably qualified and skilled advisers that work together to achieve this.

    Through regular reviews we can develop our planning strategies over time to take into account changing circumstances and objectives, as well as developments in economic conditions, legislation, taxation, and financial products.

    Anderson Wealth Management Ltd: what do users think?

    M “mc2554” C: Can’t recommend this company enough, especially Jason who has arranged a couple of mortgages for me now. Very friendly and works very hard to find the best deal every time, even in a tough market.

    Karl Ballard: Anderson Wealth are amazing, nothing is too much for them, friendly, honest, trustworthy, I thoroughly recommend them, thanks so much for all your help.

    Keila Espinosa: .Our house sale/purchase fell through so we were back to square one!We reached out to AWM for advise and they were so helpful and advised they could deal even with our porting product, even if we stayed with same provider. So when we found new house this is exactly what we did, and how we wished we made that call for advise sooner!!! The second time was plain sailing. They dealt with provider directly, it feels like they have a direct hotline to speak to them, because we received progress from provider so quickly!The stress from our new house purchase process was relieved with AWM, they were so professional making sure we get our product sorted quickly so it doesn’t hold things up as well as getting us best rates for the combination of porting and new product we were after. Furthermore, they are very friendly, easy to deal with and answer the phone quickly!Thank you to all at AWM.

    Dan Mancari: Excellent from start to finish. Easy to work with and everything is well detailed out. Thankyou

    Delrae Yon: Highly recommend using Anderson Wealth.Emma Barrett in particular was absolutely fantastic.Always there to answer any queries.The whole process was plain sailing.

    Sonah Paton: Fantastic service from start to finish. Quick to respond to queries and kept me updated throughout the whole process. Have used multiple times and will continue to do so.

    Jack Sollner: Jason gave us fantastic advice and service, keeping us updated all the way and securing us the best possible deal. Highly recommend!

    janice dunn: Very helpful, would always use and recommend this company in the future. Kept information up-to-date at all times.

    Ju and Rich Lange: After struggling to find a company to help us to find a Lifetime mortgage company we were recommended to Anderson Wealth Management by our daughter. John made contact straightaway and came around to our house to take us through the process. We felt immediately reassured by John and he helped us to find the right mortgage company for us. I would add we are in our 70s. We did speak to LV initially, nothing wrong with this firm but we felt it was a national company and we just felt as if we were a “number” to them and nothing else. I would add that the overall cost of getting us a Lifetime Mortgage via Anderson Wealth Management was ZERO, whereas LV were going to charge us in excess of £1000 in fees!So grateful to John and his company, we would recommend without hesitation Anderson Wealth Management to anybody going down the same route as us.

    David Anderson: First class service, kept up to date with everything and nothing too much trouble. Very happy, highly recommended!

    Kate Amory: AWM were incredibly supportive throughout my recent house purchase, going above and beyond to reassure me and keep me informed when there was a lot of stress and uncertainty in the market. I highly recommend their services.

    India Sharland: Stuart Sloan from Anderson Wealth Management, helped us with our mortgage for the purchase of our first house. The service we received from the company and Stuart himself was outstanding, no question was a silly question, and he kept in constant contact with updates, and progress reports. I recommend Stuart and the company to everyone now! We certainly wouldn’t use any other mortgage services or providers apart from Anderson wealth management in the future.

    Steve Mills: Very pleased with the service I have recieved so far from Anderson Wealth Management. They have been very fast and efficient in setting up my policy and kept me updated at all times. I would definetly recommend.

    susie rathbone: We have been helped by Joe, John and the team at AWM for almost 15 years. We would not have reached our financial goals without them and we often recommend them to family and friends. They continue to support us and we are very grateful to them for some superb advice and guidance.

    Rachel Moran: Positive:Professionalism,Quality,Responsiveness,ValueI took a phone call today from Jason today and our remortgage has all been sorted in a matter of minutes at no fee. Very helpful, professional and informative will definately recommend and also use again. Thank you Jason 😊

    Robert Johnson: Positive:Professionalism,ResponsivenessVery easy to understand information on monthly & yearly reviews, knowledgeable staff, great advice andalways easy to contact.

    Graham Holland: Superb service by eveyone at Anderson Wealth Management. Thank you!

    Martin Palmer: I am still very much in the early stage of the Pension relationship with Anderson Wealth Management but I can honestly say that the initial first few months has been professional, honest, straight forward and punctual! This has not only been from the management but also the team and I will be pleased to update after a further 12 months on progress and satisfaction!But for the moment Well Done and keep up the Great work!

    Nige Simmons: for many years. Their help and advice has always been spot on. We continue to recommend to friends and family.

    Zaq Mughal: Positive:Professionalism,Quality,Responsiveness,ValueJohn and his team were responsive, friendly and always made us feel looked after. We ended up getting a mortgage that worked for us and enabled us to get ourselves on to the property ladder as first time buyers. I’d recommend Anderson’s Wealth Management to my family and friends and I look forward to working with them again.

    3. Monahans Financial Services Ltd - Central Swindon South

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    · 0 reviews

    38-42 Newport St, Swindon, SN1 3DR, United Kingdom

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    4. Mather & Murray Financial Ltd - Central Swindon South

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    · 51 reviews

    Ground Floor, Eastcott House, 4 High St, Swindon SN1 3EP, United Kingdom

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    "Mather & Murry Financial exceeded our expectation."
    Business: Independent financial adviser Swindon head office. Financial & mortgage advisers in Swindon, offering nationwide appointments.
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    5. Financial Advice Group - Central Swindon South

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    36 Havelock St, Swindon, SN1 1SD, United Kingdom

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    6. Intrinsic Financial Services - Central Swindon South

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    Wiltshire Court, Farnsby St, Swindon SN1 5AH, United Kingdom

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    7. Crowood Financial Solutions - IFA Swindon - Central Swindon North

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    · 10 reviews

    Crowood House, Suite 18, 1st Floor, Gipsy Ln, Swindon SN2 8YY, United Kingdom

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    Business: Crowood Financial Solutions is a financial advice firm from Swindon, providing quality pension advice and investment management with a personal service.
    4worldlovers: With no ties to other companies, you can trust us to focus on your needs

    Here to support you and your family, both now and in the future

    Crowood Financial Solutions is a full service advice firm, specialising in providing high quality independent pension advice and investment management with a personal service.

    As a full service advice firm, we help clients with a wide range of needs

    Retirement planning advice for new pensions, reviewing existing pensions and making the most of your money in retirement

    Whole of market mortgage advice for first time buyers, further borrowing, home movers and buy to let investors

    Helping you to improve upon the returns from cash savings, meet a future financial goal or mitigate a tax liability

    Providing financial protection for you and your loved ones with life cover, serious illness cover and income protection

    8. Shepheard Compello - Central Swindon South

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    Alexander House, 19 Fleming Way, Swindon SN1 2NG, United Kingdom

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    9. Anderson Wealth Management - Central Swindon South

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    1-2 Marlborough Rd, Swindon, SN3 1QY, United Kingdom

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    10. Charlotte Owen IFA - Central Swindon North

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    Grosvenor Consultancy, Priam House, Fire Fly Ave, Swindon SN2 2EH, United Kingdom

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    Business: Independent Financial Advice in Swindon. Charlotte Owen, Independent Financial Adviser. Pension advice, Investment advice, Retirement planning, tax planning
    4worldlovers: I work for Grosvenor Consultancy Limited from our Swindon office. I provide a full financial planning service to my clients in every life stage - from just starting a family, through to retirement and later years. I offer advice on Protection, Savings, Investments, Retirement Planning and Inheritance Tax Planning. I also offer a Financial Coaching service.

    11. Coe Capital Wealth Management Ltd - Central Swindon South

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    Salisbury House, 74 Broome Manor Ln, Swindon SN3 1LX, United Kingdom

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    Business: We provide wealth management services to individuals and businesses across the UK. We work together with our clients to design and implement a working financial plan that can evolve and grow with o...

    12. Swindon Financial Services - Lydiard Tregoze

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    · 1 reviews

    Kingston House, Lydiard Fields, Swindon SN5 8UB, United Kingdom

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    Business: At Swindon Financial Services Ltd with over 27 years' experience, we offer both private and corporate clients the highest quality wealth management service.

    13. Expat IFA - Central Swindon North

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    201 Rodbourne Rd, Swindon, SN2 2AA, United Kingdom

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    14. Dermot Brannigan - IFA - Central Swindon North

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    12, Crowood House, Gipsy Ln, Swindon SN2 8YY, United Kingdom

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    15. Advoco Financial Services - Central Swindon South

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    9 Tismeads Cres, Swindon, SN1 4DP, United Kingdom

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    16. Eames Laurie Financial Services - Stratton St. Margaret

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    · 2 reviews

    Elborough House, 111-115 Ermin St, Stratton, Swindon SN3 4NH, United Kingdom

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    17. Aspire Wealth Management - West Swindon

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    Basepoint Business Centre, 76 Rivermead Dr, Westlea, Swindon SN5 7EX, United Kingdom

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    18. The Financial Advice Academy - Lydiard Tregoze

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    Spittleborough Farmhouse/Lydiard Tregoze, Swindon, SN4 8ET, United Kingdom

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    19. Hawkeye Financial Ltd - Central Swindon South

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    2 Croft Rd, Swindon, SN1 4DG, United Kingdom

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    Business: Our independent financial advisors are here to offer you expert guidance on your mortgage and protection applications from start to finish.
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