Financial.consulting in Swansea

“What can I say about Phil , He has recently pooled my pensions into one fund which has been hassle and stress free . His personality shines through with every word spoken and is truly a one of kind. Phil you are one of life's remarkable people and I look forward to working with you for years to come .”

“Personal, friendly and professional service - all particularly valued as we were first time buyers and new to the game. Lewis really knows what he's doing and doesn't try to upsell. He is very communicative which can be important if you need a list minute call before things get finalised. We will be returning to him once our fix is up and would recommend to other new buyers.”

“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.”

“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.”

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

“We had an amazing experience working with Joe at First Mortgage Solutions during our home-buying journey. From day one, they were incredibly knowledgeable and helpful, ensuring to explain each step along the way. They helped us secure a mortgage that fit our needs perfectly, and their communication was top-notch from start to finish. Thanks to their help, we’re now settling into our new home, and we couldn’t be more grateful. Highly recommend to anyone looking for a professional, trustworthy, and genuinely caring mortgage advisor!”

“I have been using CCAssociates for my accounting needs for over 10 years. The service provided is without doubt the best around. Nothing is ever too much trouble, from friendly advice to tax returns, I would not look anywhere else. 10/10 service every time”

“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”

“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.”

“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!”

“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 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 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.”