Find an Independent or Restricted Financial Adviser

Everyone looks forward to their retirement - are you prepared for yours?

I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism. The advice I give is truly independent with no bias towards any particular investment manager.

Swann Financial Limited have been providing financial advice for over 19 years. We provide holistoc advice, helping youwith practical solutions to the financial issues that concern you most.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Tracey Mather Wealth Management Ltd has been providing financial advice for over 19 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.