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Contributor

74%

MATCH FOR YOU

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5.0out of 5

Anthony Bonar

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% clients advised in each area  :

Investments

85%

Mortgages

38%

Pensions

54%

Insurance & Protection

62%
I have been a Financial Planner since 1990 and have always loved working with and helping clients with their finances. I am passionate about providing... Read More
Serves clients with: Over £100k of investable assets or household income
Anthony's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

71%

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4.6out of 5

Gareth Tregidon

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Services:  Investments & Savings, Tax Planning, Pension and Retirement
At Bevan & Buckland Financial Planning we specialise in helping those approaching or in retirement. The firm has been in existence for over 100 years... Read More
Serves clients with: Over £250k of investable assets or household income
Certified Financial Planner
Contributor

69%

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4.9out of 5

Mark Kearle

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% clients advised in each area  :

Investments

91%

Annuities

18%

Pensions

64%

Insurance & Protection

64%
We offer an initial full financial review at our expense, if we can help you we will discuss how. If we can't and we can identify that you would benef... Read More
Serves clients with: Any level of wealth
Mark's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

62%

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4.7out of 5

Doug Adams

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Services:  Investments & Savings, Pension and Retirement, Equity Release
I now have 30 years experience as a financial adviser mainly with private clients. I now specialise in equity release and have 5 years experience in ... Read More
Serves clients with: Any level of wealth
Contributor

61%

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5.0out of 5

Robin Burden

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Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Annuities, Mortgages
I am conscientious and thorough in my relationship with clients offering a professional service with a personal touch. I am able to offer advice on Pe... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

49%

MATCH FOR YOU

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4.9out of 5

Aled Wyn

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% clients advised in each area  :

Investments

53%

Pensions

35%

Insurance & Protection

41%

Later life planning

24%
Doctor of Applied Mathematics. I love my wife. I love my 3 kids. I love my job.I help people:- Financially protect their families and businesses again... Read More
Serves clients with: Any level of wealth
Aled's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Swansea IFAs

JULIA IS AN EXCELLENT ADVISER. SHE IS HONEST, KNOWLEDGEABLE, RELIABLE AND ALWAYS FINDS THE EXACT PRO....EEN OUR FINANCIAL ADVISER FOR MANY YEARS AND I WOULD NOT TRUST ANYONE ELSE WITH OUR FINANCIAL NEEDS.   Read More
ALLYSON THOMAS
I was recommended Mr Bonar by a friend who had used his services. He is openand honest and I felt c....ll advised on progress and feel comfortable incontacting him at any time with any questions I have.    Read More
Liz

Can't find the right Swansea IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Swansea.

Keith LewisHartley Greatbatch & Company
Brian HarrisInter City Finance Ltd
Jeffrey CharlesJ & A Charles Ltd
Christine TeocleT.H. Martin Limited
Wayne StronachJohn Dyer (Life & Pensions) Limited
Norman BullenS & M Hughes Limited
Douglas JonesDouglas Alexander Limited
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