The 10 Best Financial advisor in Port Talbot

18 results found

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  1. 3

    Accountancy Solutions

    ★★★★★ 4.9
    Closed

    “As a mortgage broker, when helping clients with the mortgage process, it's essential that they have a great accountant... and that's what these guys are. Ken and Matt at Accountancy Solutions are knowledgeable, approachable and honest people who will provide an excellent service when looking after you and your accounts. We have and will continue to put our trust in them!”

    Address: 16 Station Road, Port Talbot SA13 1JB, United Kingdom

    Phone: +44 1639 887723

    Website: accountancy-solutions.co.uk

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  1. 5

    DWJ Wealth Management Ltd

    ★★★★★ 5
    Closed

    “I have been entrusting DWJ Wealth Management for some time and I couldn't be happier with the service I have received. They are friendly, extremely professional, knowledgeable, and responsive. The team at DWJ Wealth Management took the time to understand my financial goals and created a personalized plan to help me achieve them. They have provided me with valuable advice on investment opportunities, retirement planning, and estate planning. I have been impressed with their attention to detail and the level of communication they maintain with me. I always feel well-informed and confident in the decisions we make together. Overall, I highly recommend DWJ Wealth Management to anyone looking for a trustworthy and reliable partner to help manage their finances. Their expertise and dedication have truly made a positive impact on my financial well-being. I regularly recommend them. What stands out time and time again is that Danni really cares.”

    Address: Seaway Parade, Port Talbot SA12 7BR, United Kingdom

    Phone: +44 1639 825066

    Website: dwjwealth.co.uk

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  1. 9

    Mortgage Finder Wales

    ★★★★★ 5
    Closed

    “I would highly recommend, Rachel helped me through the entire morgage process during a very difficult and stressful time and was just amazing, thoughtful and compassionate through every step. Always checking in. Even though is wasn't a straight forward process due to unforseen circumstances, she was always available and nothing was ever a problem for her. She not only helped me with the morgage process but also set up my house and life insurance for me to ensure myself and my family were looked after.”

    Address: 3 Station Road, Port Talbot SA13 1NW, United Kingdom

    Phone: +44 7812 171256

    Website: mortgagefinderwales.com

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