Financial advisor in Port Talbot
45 results found
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Peter Morgan Financial Services
“Extremely helpful and made the whole buying a house experience easy! Special thanks to James who went above and beyond for us.”
Glynneath Financial Services
“Gareth is always very helpful, professional and honest. He gives the best advice.”
Carter Lee Financial Services Ltd
“I was introduced to this place by a friend and was pleasantly surprised by the helpful advice and support from Lee. He delivered on what he said and I had a good result from my inquiry. Happy to recommend Lee for his honesty and dedication.”
Best Price Financial Services
“Loved my experience with Best Price FS, beat my old insurance by £220 a year!”
JM-Wealth - Financial Planning based in Neath
“Been looked after by Paul from Jm Wealth for 18 months and I appreciate his professional, dedicated and friendly approach to his work. There’s always a warm welcome on arrival and would highly recommend this business to anyone.”
Millfield Capital Limited, Independent Financial Advisers
Gareth Watkins Financial Services
First Mortgage Solutions
“We have been fortunate enough to get Christopher Davies to care for all of our Financial matters for over ten years. A truly impeccable service at all times that always comes very highly recommended. Great to see someone doing so well in these uncertain Financial Times, that always goes above and beyond to ensure clients are always put first First Financial Solutions”
Mortgages Wales
“Excellent service, Adam spent a significant amount of time looking at our options and advising us what was out there, there was no forcing us into anything and no hard sell! Once we had chosen a product Louise helped us through the paperwork etc. They are with you from the start to the very end of the process, we weren't left out in the cold at any point. Incredibly approachable team. They are my go to people for all things Mortgages!”
Accountancy Solutions
“The team at Accountancy Solutions have looked after our business for several years now. They provide a good value, efficient service and are great at offering advice and guidance on our financial options.”
The Money Geeks
“From day one Ben Smith provided to my wife and myself advice in a clear, professional and friendly manner. He went to great lengths to identify the ins and outs of what we were about to undertake. He contacted us by telephone or email almost on a daily basis keeping us up to speed on developments and could not have been more helpful. I would strongly recommend The Money Geeks to anyone. Thanks Ben”
Hutchinson Thomas
“Many thanks to Hutchinson Thomas team. Especially Darren Davis .He helped to complete the Company Share Purchase Agreement. He went above and beyond to help us on more than one occasion. and also Some one always tre to pick up the phone calls ! Highly recommended!”
DWJ Wealth Management Ltd
“You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as plan for ours, and we completely trust that DWJ have our best interests to heart. I recommend Danni and the team to everyone who asks about insurance, mortgages, pensions and life cover. Thank you”
David Roberts Accountancy Services
“What a great person.. highly professional and approachable. A great service”
Francis Hutchinson Accountants
“Ben done my tax return back in January this year and he was great. Really professional service and at such short notice too. Helped me save on my tax bill and i will definitely be using them again this year!”
PML Accountants
“An extremely efficient and professional company in every way, very happy to give 5 stars.”
Bloomer Accountancy Limited
“I have used Bloomer Acountancy for 7 years now, I would not go anywhere else. Thank you very much,”
JBM Equity Release Mortgages
“Our Broker Mark was incredibly patient and informative with us through the entire process. We definitely asked for a lot and had a few wobbles and Mark was a massive help every step of the way, we can’t imagine buying our first home without his assistance and fully recommend JBM. We were recommended by our housing developer but everyone we spoke to was in complete agreement to use JBM services for a great experience. Lee was also great in regards to all things life insurance! Lovely guys all round. Overall we were so happy with our service and felt like everyone went above and beyond to help us.”
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