SIP Wealth Management Swansea Vale, Llansamlet, Swansea SA7 0AJ
About the Business
At SIP Wealth Management, we are dedicated to providing expert financial guidance and helping our clients achieve their financial goals. Located in the heart of Swansea Vale at Axis Court Mallard Way, our skilled team of financial planners and advisors are committed to delivering personalized solutions that are tailored to meet the unique needs of each individual client.
Whether you are an individual looking to save for retirement, a family seeking to protect your assets, or a business owner looking to grow and expand your company, our wealth management services are designed to help you achieve your financial objectives. Our team has many years of experience in the finance industry, and we bring our knowledge and expertise to every client relationship.
At SIP Wealth Management, we understand that finance can be a complex and challenging subject for many people. That's why we take a holistic approach to financial planning, considering all aspects of our clients' lives and designing strategies that are customized to their unique situations. From investment advice and risk management to tax planning and estate planning, we work closely with our clients every step of the way to ensure their financial success.
Our location in Swansea Vale makes us easily accessible to clients throughout the surrounding areas, and our team is always available to answer any questions or provide guidance as needed. Whether you are interested in investment advice, retirement planning, or wealth management services, SIP Wealth Management is the premier choice for financial guidance and support in the United Kingdom.
If you are seeking expert financial advice and are ready to take your finances to the next level, contact SIP Wealth Management today to schedule a consultation. We look forward to helping you achieve your financial objectives and secure a successful future.
Location & Phone number
11, Axis Court Mallard Way, Swansea Vale, Llansamlet, Swansea SA7 0AJ, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of SIP for three years and I can’t commend them enough, nothing’s too much for them and always ready to help anytime, any day. Very professional, very friendly and very knowledgable. Over the last three years, my investment has increased greatly and continues to do so. Even through this pandemic, I was shocked how well compared to other people who had invested with other companies my investment had done! I would always recommend SIP Wealth to anyone in confidence, I have had investments with other companies over the last 30+ years, none have come close to SIP! Jon Francis is a remarkable person and through his advice, knowledge and direction, he has improved myself and family’s future outlook! Great guy and a great company!!"
"SIP has been incredibly helpful offering advise and taking care of a wide range of investments. Not only are their advisors professional, but once everything is set-up you barely need to think about it. Would highly reccomend"
"I have been a client of Jon's for more than 25 years, during some turbulent market changing events. What has remained consistent, is Jon's professionalism, personal attention to detail and knowledge of financial products and markets, delivering performance well beyond my expectations. It gives myself and my family great peace of mind knowing that Jon, Karen and the team at SIP Wealth Management are looking after our personal finances. We would highly recommend them to others."
"I have been with SIP Wealth Management for three years during which time they have provided me with an extremely professional and reliable service. Jon Francis has shown a great depth of knowledge and expertise in the financial field and his advice has been consistently on the mark. The regular updates during the recent economic turmoil (whether caused by the pandemic, Brexit or Trump) have helped reassure me that the faith I placed in Jon and his team to look after my finances has been well founded. I would highly recommend SIP Wealth Management to anyone seeking financial advice."
"I have been a client of SIP Wealth Management for over three years and have found the service they provide as very professional. During that time I have had frequent review meetings with Mr Jon Francis. His investment advice has always been well explained and has catered for all my financial requirements. In addition, his client updates during the covid 19 pandemic have offered well balanced financial advise which has been reassuring over this period of time. I would not hesitate to recommend SIP Wealth Management to any future potential clients."
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