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Results for: Swansea

6 matches found, 6 displayed

For a detailed search by postcode proximity and type of advice in Swansea click here.


Adviser info:
Investments Mortgages Insurance
copperstone financial services ltd — SA4 3GJ
Address:  44 Maes-y-Deri, Gowerton, Swansea, SA4 3GJ
Telephone:  01792 873183
Fax:  01792 873183
Charging Structure:  We will pre-agree with client our remuneration by fees, commission or a combination of both. For all fee work an estimate of the time and likely fee payable will be provided in advance before any work is carried out on the clients behalf.
Business Areas:  Commercial Mortgages, Direct Investments, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Mortgages Protection
inter city finance ltd — SA1 5RW
Address:  144 Walter Road, Swansea, SA1 5RW
Telephone:  01792 543500
Fax:  01792 543501
Charging Structure:  We do not charge fees either for advice or placing of mortgages.
Business Areas:  Commercial Mortgages, Personal Protection, Residential Mortgages
Financial Qualifications:  AFPC, LMAPC


Adviser info:
Investments Mortgages Insurance Protection
the steve williams practice — SA7 0AJ
Address:  Axis 7 Axis Court, Mallard Way, Riverside Business Park, Swansea Vale, Swansea, SA7 0AJ
Telephone:  01792 480001
Fax:  01792 344410
Charging Structure:  Fee or commission
Business Areas:  Commercial Mortgages, Corporate Finance, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
self invested portfolios ltd — SA3 4BQ
Address:  48 Newton Road, Mumbles, Swansea, SA3 4BQ
Telephone:  08450 048224
Fax:  08701 300747
Charging Structure:  Fee or commission
Business Areas:  Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
Financial Qualifications:  No records held.


Adviser info:
Investments Mortgages Insurance Protection
undeb independent financial ltd — SA3 5QP
Address:  24 Slade Gardens, West Cross, Swansea, SA3 5QP
Telephone:  07971 555729
Fax:  01443 475009
Charging Structure:  Fee or commission
Business Areas:  Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
Financial Qualifications:  No records held.


Adviser info:
Investments Mortgages Insurance Protection
clearview independent financial advisers ltd — SA7 9FZ
Address:  Suite 4, Acorn House, Phoenix Business Centre, Lion Way, Swansea Enterprise Park, Swansea, SA7 9FZ
Telephone:  07887 861798
Fax:  01792 790039
Charging Structure:  INITIAL CONSULTATION FREE FINANCIAL REVIEW FEES OR COMMISSION
Business Areas:  Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
Financial Qualifications:  FPC1, FPC2, FPC3