Financial Planners in Swindon, Wiltshire

14 locations found near Swindon
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“After speaking with financial planner Kevin thomas I was more than happy with the drawdon pension plan I was Quoted by him ..this was all done online without any problems and completed within good time Kevin kept me informed all the way through the process...if your looking for start to finnish pension planning then I recommend mather and murray for a seamless experience”

5Superb35 Reviews

“I had a fantastic experience with Julien as my mortgage advisor. He made the process clear and was super helpful with all of my questions. He was always happy to take a call or correspond via email - whatever worked best for me.I 100% recommend to anyone looking to purchase property.”

5Superb5 Reviews

“We met with Annika to discuss various aspects of our financial life. Annika's approach is such that we felt totally relaxed in her company, she explained everything clearly and repeatedly if we did not understand. We have come away feeling safe and secure about our future. Highly recommended!”

5Superb4 Reviews

“Sarah Watch is everything you would want in an IFA - she listens, asks great questions which make you think more deeply about what you want to achieve with both investments & how you want to leave your affairs (in the event of your death). She is conscientious & committed to getting things finished even if you're not the most organised individual! Sarah's market knowledge & commitment to her on-going CPD is evident. I would thoroughly recommend Sarah & Dandelion Financial to anyone needing the services of an IFA or will writer.”

5Superb2 Reviews

“Vince & Gary are refreshingly honest & realistic with their financial advise .I have been with them for many years & have always been delighted with their service”

5Superb2 Reviews

“My Wife and I have used Eames Laurie for a few years now. The advice given by them has always been realistic, comprehensive and truthful. The products they recommended for us are working well.They really take the time to understand your needs and explain everything in an easy and understanding way. I would recommend using Eames Laurie Financial Services all for financial matters.”

4Good1 Reviews