The 30 Best Financial consulting in Swansea

“Exceptional service from Alan and his team. The support and understanding they showed to myself and my family was more than we could have asked for, resulting in a successful mortgage application. We can't thank them enough. Would 100% recommend.”

“Working with Mr Alex Francis has been a game-changer for my financial planning and long term investments. His professionalism and knowledge has helped me plan for the future and allocate my capital effectively. Would highly recommend.”

“Excellent service, as a first time buyer Paul was extremely helpful & great communication throughout. Would highly recommend Sterling Rees Wealth”

“My mortgage adviser Tim was very helpful and patient. He clearly took interest in his work and my personal circumstances and requirements. He kept in regular contact and was always friendly and willing to help. Would highly recommend”

“I highly recommend Rezaul Hoque for anyone needing help with self-assessment, setting up a limited company, and tax returns. He is very professional, knowledgeable, and always makes the process smooth and stress-free. His guidance has been invaluable, and he is always available to answer any questions. If you're looking for a reliable and efficient accountant, look no further! Rana Hilmi General dentist”

“Tim and his team offer an exemplary service, highly professional whilst remaining very personable. They have excellent communication and all instructions and requests are expressed with the utmost clarity. Thoroughly recommend.”

“I have used Lumin since I started my business 5 years ago, they have provided the best service and helped with everything required to run the business financially. I wouldn’t use anyone else. Thank you to all the team at Lumin.”

“I used Assurance Accountancy again this year and, honestly, I’m extremely happy with their service once again. Abz managed to fit me in despite me leaving everything until the last minute, which I really appreciate. I can always rely on the team for their hard work, dedication, and excellent service. Highly recommend!”

“I've had an excellent experience with eAccounts. Their team is friendly, approachable, and always quick to respond to emails, making communication seamless. Booking appointments is easy and flexible, whether via telephone or Teams, which adds to the convenience. They assisted me in setting up my Limited company and expertly linked Xero and 'Link My Books' to streamline my Amazon business. Their professional and knowledgeable service ensured everything was handled efficiently. Not only do they deliver a high-quality service, but it's also great value for money. I highly recommend eAccounts to anyone looking for a reliable accounting partner.”

“Moving our business to Bevan & Buckland was like a breath of fresh air. Their accounts team are so friendly and approachable, easy to communicate with and easy to understand! They have a very efficient operation there, backed by a great understanding and use of available technology. This is important to us as it helps us to be more efficient with our accounting and leads to lower costs. I would highly recommend Bevan and Buckland's services to any business.”

“Atkins has been our trusted accountants for over three years, and I honestly couldn’t recommend them highly enough. From Haz’s expertise and guidance to the incredible support from the entire office team, they consistently go above and beyond. Everyone we’ve worked with is not only professional but also approachable and genuinely helpful. Their attention to detail and seamless organisation make them an exceptional company to partner with.”

“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!”

“I can’t recommend Danah and Unity Accountancy Llanelli highly enough! Danah been so friendly, efficient, and knowledgeable. Always quick to respond and happy to help with any questions. Fantastic service from start to finish!”

“I visited Briton Ferry Dental practice for the first time yesterday. I was extremely impressed with the wonderful customer service I experienced from all staff and the practice manager from the minute I walked in the door. This wonderful customer service continued by the dentist (Rashika) herself and her dental nurse Emili. Who explained everything to me and made me comfortable during my treatment. The practice was so clean, organised, well run and my treatment plan explained to me in great detail. I don’t normally write such long feedback but I felt so grateful I just had to. Thank you everyone and well done on such an amazing practice. Xx”

“I've been with Finch Accountancy for a number of years, and can totally recommend her service. Tessa is very clued up on what she does, and obviously has a passion for her job. She's always do prompt with my enquiries and when required, will happily work towards my deadlines. I've recommend Finch Accountancy to friends in the past and will happily continue to do so.”

“As my work pension proved 'unusual' I needed professional advise. Having no financial knowledge this was daunting to me! I pretty much stuck a pin in a list of potential company's and arrived at: ROBERTS BOYT LTD. This gamble paid dividends. All the members of this company were extremely helpful / knowledgeable & friendly, providing me with understandable advice and led me through this complicated process with ease. I won't name individuals (Mark) but I very much appreciate the whole teams help & advice!”

“I required the services of 3 teams to help with separate issues and had each of them dealt with in a very timely and professional manner. Many thanks - especially to Robert, Melanie, Beth and all the support staff. More than happy to recommend.”

“I've been using LHP accountants ever since I started my business in 2011, they set me up on Quickbooks years ago, anytime I have an issue they are always on hand to help! even during COVID i'm straight through on the phone to a familiar voice. I also use them for our payroll which takes away all the stress of doing it ourselves...in particular Matthew has been amazing for advice and support during the ups and downs of running a business, a true professional who is always up to date with the latest changes in Tax,Pension,Grant support etc.”

“Excellent accountant, reasonably priced.”

“An amazing job from Jo Wattson and the team once again always ready to help an provide whats needed.”

“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.”

“Mark from CBK, has given me great Service. I would highly recommend him and his team.”

“Just had our policy review with Jack and as always his knowledge and experience helps us decide which policies are best for us. Communication is outstanding and we value this greatly! We look forward to our next review in 2 years time”

“What a great person.. highly professional and approachable. A great service”

“Hayley Lewis is brilliant, We would highly recommend her. From our first meeting we felt very comfortable and confident. Her knowledge and advice was exceptional. She really knows her stuff. Nothing was ever to much trouble, easy to contact and very helpful.”

“Josh has been a great help over the years regarding my life cover and protection needs. Always on hand to offer further help especially as my circumstances have changed. Cheers for all your help mate!”

“We used Paul to advise with our pensions. Very informative & professional. Highly recommend.”

“Jon gives us great service awesome company awesome adviser”

“I have known julian the owner for some years now alway fab advice”