Connect with Top-Rated Financial Advisers in Swindon!

Read verified customer reviews of the most reliable financial advisers in Swindon. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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At Bellamy Wealth Management, we offer a truly personalised service, putting our clients at the centre of everything we do. We take the time to talk, listen, and understand our clients' financial circumstances and objectives. We provide ongoing advice and a first-class service, with regular reviews to ensure clients are on track to meet their plans and objectives.
The reviewers praised the exceptional service, professionalism, and personal touch of the advisors at Bellamy Wealth Management.
5.0
Based on 93 reviews
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Fidenti Financial Planning is a financial advisory firm that offers a full range of financial and protection services to individuals and businesses. Our expert advisors help clients achieve their goals and protect their wealth through various financial products and services, including savings and investments, pensions, tax planning, and insurance. We believe that every individual and business has unique financial needs, and we strive to provide personalized solutions to help them achieve their financial aspirations. Our services range from investment advice to retirement planning, insurance, and tax planning. We are dedicated to providing exceptional customer service and building long-term relationships with our clients.
Reviewers praised Kevin and his team at Fidenti Financial Planning for their exceptional financial guidance, tailored advice, professionalism, responsiveness, and excellent communication skills.
5.0
Based on 10 reviews
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Easy Financial Services offers a comprehensive range of financial services, including mortgage advice, pension planning, investment guidance, and insurance protection. With over 20 years of experience in the financial services industry, our team of experts is dedicated to providing expert advice to individuals and businesses across the UK.
The reviewers praised Easy Financial Services for their exceptional staff, expert knowledge, and professional service.
5.0
Based on 7 reviews
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Swindon Financial Services Ltd is a Partner Practice of St. James's Place, providing high-quality wealth management services to both private and corporate clients. With over 27 years of experience, we offer a personal service, concentrating on building long-term relationships and providing long-term financial advice in all areas of wealth management. Our services include inheritance tax planning, investment advice, pensions advice, and tax planning. We pride ourselves on our extremely high quality of service, and our business has grown by referral, proving that our clients appreciate the level of attention we offer.
The reviewers praised the exceptional customer service provided by Portia and Alex.
5.0
Based on 1 review
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Anderson Wealth Management is a family-run, independently owned Financial Services Firm based in Wiltshire, offering a wide range of specialist services, including advice on Investments, Insurance, Inheritance Tax, Pensions & Retirement Planning, and Mortgage Planning from the Whole of the Market.
The reviewers praised Anderson Wealth Management for their exceptional service, professionalism, and friendly approach.
4.9
Based on 47 reviews
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Peace of Mind Financial Planning offers expert advice on pensions and investments, helping individuals and families across the UK to achieve their financial goals. With years of experience and a deep understanding of the UK market, we provide tailored guidance on setting up a suitable pension, investing for the future, and making the most of your hard-earned savings.
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Coe Capital Wealth Management is a wealth management firm that provides personalized financial planning and investment advice to individuals and businesses in the UK. Our team of experts works closely with clients to understand their financial goals and create customized plans to achieve them. We offer a wide range of services, from building and growing wealth to protecting and preserving it. Our team is dedicated to providing high-quality advice and tailored solutions to help clients achieve their financial aspirations. We pride ourselves on building long-term relationships with our clients, and we are committed to providing the highest level of trusted personal financial advice.
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Independent financial planners & mortgage advisers who are here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas. Our friendly and knowledgeable team of financial experts is here to help you achieve the future you want.
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At Lewington Wealth Management Limited, we passionately believe that to enhance the wealth of our clients we first need to fully understand where you want to be and when, and then we make sure this is not left to chance. Our wealth management service is specifically designed for British Airways Flight Crew, cabin crew and ground staff, with a special focus on navigating the range of options and benefits offered by the British Airways pension schemes. With over 18 years of experience in dealing with British Airways staff, we aim to build long-term relationships with our clients and provide expert advice to help them achieve their financial goals.
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