We Measure Our Success By Yours
At Swindon Financial Services Ltd, we pride ourselves on offering a world-class wealth management service to both private and corporate clients. With over 27 years of experience, we have established a strong reputation for providing high-quality, tailored advice that is tailored to our clients' unique needs and goals.
Our Services
Our team of expert financial advisors, led by Director Alex Wilkie, offer a wide range of services designed to help clients build, grow, protect, and preserve their wealth. We specialise in providing high-quality advice on many aspects of wealth management, including inheritance tax planning, investment advice, pensions advice, tax planning, and paying for care.
We understand that every individual or business has unique financial objectives and requirements. That's why we take a personalized approach to wealth management, working closely with our clients to understand their goals and create a bespoke plan to achieve them. Our team is dedicated to delivering exceptional service, and we pride ourselves on our extremely high level of professionalism and attention to detail.
Business Owners
We are committed to helping business owners, regardless of their industry or size, achieve their business, financial, and lifestyle objectives. Whether you're looking to grow your business, fund your retirement, or simply enjoy a better work-life balance, we have the expertise and knowledge to help you achieve your goals.
Education Professionals
We also offer specialized advice to education professionals, providing guidance on how to manage their finances and achieve their goals. Whether you're looking to plan for retirement, invest for the future, or simply manage your finances effectively, we are here to help.
Meet the Team
Our team is dedicated to delivering exceptional service and building long-term relationships with our clients. Director Alex Wilkie and his team of experienced financial advisors are passionate about helping clients achieve their financial goals and live their lives to the fullest.
Our Values
At Swindon Financial Services Ltd, we are committed to working with integrity, dedication, and expertise to help our clients achieve their financial goals. We believe in building strong relationships with our clients, based on trust, transparency, and a deep understanding of their needs and goals.
Our Partnership
We are proud to be a Partner Practice of St. James's Place, one of the UK's largest and most respected financial advice companies. As part of the St. James's Place network, we have access to a wide range of resources, expertise, and opportunities, enabling us to provide our clients with the best possible advice and service.
Customer Service
The reviewers have praised the exceptional customer service provided by Portia and Alex, who are described as very helpful and friendly. They go out of their way to assist and guide customers, offering open and honest advice.
Staff
Portia and Alex are highlighted as standout members of staff, who have made a positive impact on the reviewer's experience.
