Top 10 Independent (IFAs) & Restricted Financial Advisers in Swansea

We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Taking advice could be the soundest financial decision you make. We can explain options you may not have considered. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business or even a lottery win!

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.

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.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.