The 30 Best Financial consulting in Swansea

“Rob has been absolutely awesome with our house purchase. My partner and I had not done this before so were entering with no clue on what we were doing, not only did Rob run through our many, MANY questions with all the information we needed, but also managed to get us a kickass mortgage for our full offer price over asking. I have zero doubt that we'll be back in touch when our fixed term comes to a close to renegotiate. Thank you Rob, you've made this process so much easier than it could've been, and you've taken what was often a lot of panic on our part and turned it into something amazing.”

“Magenta have been an excellent choice for us, providing very helpful guidance and advice after taking time to get to know us and tailor their recommendations to who we are. They definitely provide a personal service both in terms of their always helpful staff and in their understanding of us and our circumstances.”

“I was a first time buyer and not sure of what I would need to do but David and his team went out of their way to make sure I understood everything and that my experience with them was a positive one! I have already referred their details to my friends and family as I know they will be in good hands!”

“I cannot recommend Ieuan and the company highly enough. They went above and beyond to help me and got me a great deal in record time. Ieuan’s manner is professional but friendly and understanding. He talked with me at length to find the best solution for me and email communication was very fast, literally replying within the hour. The company is small and local which enabled a very personal service where they genuinely want to help you and care for their customers. I honestly wouldn’t trust anyone else in future, this company has the customers best interests at heart which is a rare find these days. Thank you Ieuan and Cosgrove Brown.”

“I recently had the pleasure of working with Mr Rahal a mortgage advisor at LTRAD, and I couldn't be more satisfied with the service provided. From the initial consultation to the closing of my mortgage, Rahal demonstrated exceptional professionalism, knowledge, and dedication. One aspect that truly stood out was Rahal 's ability to listen attentively to my specific needs and preferences. They took the time to understand my financial situation, future goals, and concerns, ensuring that the mortgage options presented were tailored to suit my unique circumstances. Moreover, Rahal exhibited an impressive depth of expertise in the mortgage industry. They patiently guided me through the complexities of various loan products, explaining terms and conditions in a clear and understandable manner. This level of transparency instilled confidence in me throughout the entire process. Additionally, Rahal was incredibly responsive and proactive in communication. Whether it was answering my questions promptly or providing regular updates on the status of my application, I always felt informed and supported. Ultimately, Rahal played a pivotal role in securing the best mortgage deal for me, saving me both time and money in the process. Their professionalism, expertise, and commitment to customer satisfaction are commendable, and I wouldn't hesitate to recommend them to anyone in need of mortgage advice.”

“The whole mortgage process was made a lot smoother thanks to the hard work done by James. Any concerns I had or issues during the process was handled quickly and professionally. James was always on hand to help, whether that was advising me on certain procedures or querying things on my behalf. 100% happy with the service I received.”

“Molly Finn has been a great help for me to get my new home. She’s very kind and helpful and made everything so easy for me.”

“Just signed up for a life insurance for myself and my daughter.The advisors were very clear with everything,helpful and professional. Even despite my previous health issues-dealing with skin cancer,I got decent life insurance for suitable monthly payments. Vitality is in the top 10 best life insurance providers in the UK,highly recommended.”

“Gareth is the best financial advisor around. Old fashioned service, and honest advice”

“Excellent professional service from a family run business. Highly recommended.”

“Cannot recommend this company enough, where my last financial advisors failed these guys thrived, even in the current market. Thank you.”

“I was very grateful for the service given. The advice given, was just what I needed at the time.”

“Although I am living in Cardiff for sorting out my mortgage and finance Phillippa Ware is my go go to girl. Her knowledge patience and professional support is outstanding. So relieved to find such straight forward and honest advice.”

“I was made to feel extremely welcome, friendly office. Definitely recommend.”

“Quality financial advice & super friendly customer service from the whole Leabold team!”

“Lee Bridges is providing us the best residential development finance but also private investors equity. Lee is very well connected and well respected professional in the real estate financial sector and with help and his private investors we have managed to secure very strong capital investment residential development sites but also buy to let. Lee is a modern thinking broker professional, very helpful and always fast in communicating with us. Many thanks Lee for all your help and support and we will work together deal after deal.”

“Having been with a Financial Advisor for many years I have now moved to Green Castle. I can honestly say that Ben has been the most professional and approachable Financial Advisor to my husband and I. Thank you once again Ben.”

“This locksmith came to my rescue when I locked out of my car. They fixed it fast and at a reasonable price.”

“I had mortgage advice and found them to be exceptional. Highly recommended”

“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.”

“After a long time looking for someone who could provide the support we require, we’ve really been impressed by Pendleton Financial Planning. A thorough service with easy to understand advice has really transformed our finances and also helps us to look positively to the future. Nothing is too much trouble, all questions answered delivered with patience and professionalism. The service provided is always excellent and you know that you have someone advocating in your best interests. We would highly recommend Pendleton Financial Planning to anyone.”

“Just financial have been absolutely fantastic from the very first phone call. Such genuine, lovely customer service and as professional as can be. I would highly recommend to everyone!”

“Cost Effective Accountants in Swansea”

“Lisa is very helpful and very competitively priced.”

“After a string of bad experiences with accountants, James has been an absolute lifesaver. I can always count on him to give fair, balanced advice and I truly appreciate his quick responses to emails and phone calls. I wouldn't think of working with anyone else and I will recommend him at every opportunity.”

“Great experience dealing with the friendly staff. Would definitely recommend WBV !!!!”