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    Best Financial Advisors Swindon Near Me

    Anderson Wealth Management Ltd Mather & Murray Financial Ltd Intrinsic Financial Services Coe Capital Wealth Management Ltd Swindon Financial Services Aspire Wealth Management Hawkeye Financial Ltd
    Swindon > Financial planner > financial advisors Swindon

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    1. Ottaways Financial Advisers Swindon - Stratton St. Margaret

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    · 0 reviews

    Pure Offices, 69, Swindon SN2 8BW, United Kingdom

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    1. 1. Personalized Financial Advice: Tailored financial, mortgage, pension, and insurance advice to meet your specific needs and goals.
    2. 2. Secure Financial Future: Expert guidance to pave the way for a worry-free and more secure financial future for you and your family.
    3. 3. Client-Centered Approach: Your needs, hopes, and dreams are the focus of our business to ensure a brighter future.
    4. 4. Goal-Oriented Planning: Listening to your goals and dreams to formulate a clear financial plan for a more secure future.
    5. 5. Experienced Team: Highly recommended financial advisers dedicated to providing outstanding service and making your dreams a reality.

    2. Anderson Wealth Management Ltd - Central Swindon South

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    · 32 reviews

    Suite I, Market House Business Centre, 1-2 Marlborough Rd, Old Town, Swindon, SN3 1QY, United Kingdom

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    1. 1. Expert Financial Advice: Trust our family-run firm for specialist services in Investments, Insurance, Tax, Pensions, and Mortgages.
    2. 2. Personalized Retirement Planning: Secure your future with tailored strategies to ensure a happy and comfortable retirement.
    3. 3. Comprehensive Financial Solutions: We offer a wide range of independent services to meet your unique financial needs.
    4. 4. Long-Term Relationship Building: Our skilled advisers focus on building lasting relationships to help you achieve your financial goals.
    5. 5. Efficient and Trustworthy Service: Clients praise our knowledgeable and efficient team for finding the best financial solutions for them.

    3. Monahans Financial Services Ltd - Central Swindon South

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    · 0 reviews

    38-42 Newport St, Swindon, SN1 3DR, United Kingdom

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    4. Mather & Murray Financial Ltd - Central Swindon South

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    · 51 reviews

    Ground Floor, Eastcott House, 4 High St, Swindon SN1 3EP, United Kingdom

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    1. 1. Truly holistic independent financial advice tailored to your needs for a secure financial future for you and your family.
    2. 2. State of the art technology and services used to provide the best possible advice and service to treat customers fairly.
    3. 3. Personalized mortgage advice to search, compare, and offer options that meet your individual requirements.
    4. 4. Professional and friendly team providing prompt and clear advice on pensions, investments, and savings options.
    5. 5. Convenient nationwide appointments available at satellite offices or in the comfort of your own home for your financial planning needs.
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    5. Financial Advice Group - Central Swindon South

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    36 Havelock St, Swindon, SN1 1SD, United Kingdom

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    6. Intrinsic Financial Services - Central Swindon South

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    Wiltshire Court, Farnsby St, Swindon SN1 5AH, United Kingdom

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    7. Crowood Financial Solutions - IFA Swindon - Central Swindon North

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    · 10 reviews

    Crowood House, Suite 18, 1st Floor, Gipsy Ln, Swindon SN2 8YY, United Kingdom

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    1. 1. Independent and client-focused: With no ties to other companies, we prioritize your needs above all else.
    2. 2. Comprehensive support for you and your family: Offering advice for retirement planning, mortgage solutions, and financial protection for your loved ones.
    3. 3. Personalized service with a human touch: In a digital age, we take the time to understand your goals and tailor our advice accordingly.
    4. 4. Unbiased advice for your financial future: As an independent firm, we work with a wide range of providers to ensure your needs are met.
    5. 5. Expertise you can trust: Crowood FS is led by Richard Hall, authorized and regulated by the Financial Conduct Authority for your peace of mind.

    8. Shepheard Compello - Central Swindon South

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    Alexander House, 19 Fleming Way, Swindon SN1 2NG, United Kingdom

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    9. Anderson Wealth Management - Central Swindon South

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    1-2 Marlborough Rd, Swindon, SN3 1QY, United Kingdom

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    10. Charlotte Owen IFA - Central Swindon North

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    Grosvenor Consultancy, Priam House, Fire Fly Ave, Swindon SN2 2EH, United Kingdom

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    1. 1. Personalized Financial Planning: Charlotte offers tailored advice for every life stage, from starting a family to retirement planning.
    2. 2. Comprehensive Services: Charlotte covers Protection, Savings, Investments, Retirement Planning, and Inheritance Tax Planning for her clients.
    3. 3. Qualified Expertise: Charlotte holds the Diploma for Financial Advisers and is authorized to give financial advice by Grosvenor Consultancy Limited.
    4. 4. Financial Coaching: In addition to traditional financial planning, Charlotte offers a unique Financial Coaching service to help clients achieve their goals.
    5. 5. Regulated and Trusted: Grosvenor Consultancy Limited, where Charlotte works, is authorized and regulated by the Financial Conduct Authority for added peace of mind.

    11. Coe Capital Wealth Management Ltd - Central Swindon South

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    Salisbury House, 74 Broome Manor Ln, Swindon SN3 1LX, United Kingdom

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    1. 1. Personalized Financial Planning: Tailored wealth management services for individuals and businesses to achieve their financial goals effectively.
    2. 2. Comprehensive Range of Services: From building wealth to preserving it, we offer a wide array of financial solutions to meet your needs.
    3. 3. Expert Advice and Guidance: Specializing in high-quality advice, our team works closely with you to provide sound financial recommendations.
    4. 4. Professional and Trustworthy: Our clients praise us for our professionalism and trustworthy advice, guiding them through savings and investments.
    5. 5. Authorized and Regulated: As an Appointed Representative of St. James's Place Wealth Management plc, we adhere to strict regulations to ensure quality service.

    12. Swindon Financial Services - Lydiard Tregoze

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    · 1 reviews

    Kingston House, Lydiard Fields, Swindon SN5 8UB, United Kingdom

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    1. 1. Specialized and personal service: Rarely seen in today's financial market, we prioritize tailored solutions for each client's unique needs.
    2. 2. 27 years of experience: With a proven track record, our team offers the highest quality wealth management service to both private and corporate clients.
    3. 3. Customized solutions: We do not provide 'off the shelf' options, instead, we focus on putting our clients at the heart of everything we do.
    4. 4. Helping achieve objectives: Whether business, financial, or lifestyle goals, we assist business owners of all kinds in reaching their desired outcomes.
    5. 5. Authorized and regulated: As a Partner Practice of St. James's Place Wealth Management plc, we adhere to the highest standards in advising on wealth management products and services.

    13. Expat IFA - Central Swindon North

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    201 Rodbourne Rd, Swindon, SN2 2AA, United Kingdom

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    14. Dermot Brannigan - IFA - Central Swindon North

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    12, Crowood House, Gipsy Ln, Swindon SN2 8YY, United Kingdom

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    1. 1. Personalized advice: We focus on understanding your goals and tailor our financial planning to suit your unique needs.
    2. 2. Client-centric approach: Your satisfaction is our priority, and we believe in transparent communication and ethical practices.
    3. 3. Flexible services: Whether you need comprehensive financial advice or guidance on a specific aspect, we can accommodate your preferences.
    4. 4. Clear and concise communication: We explain complex financial concepts in plain language, ensuring you fully understand our recommendations.
    5. 5. Transparent pricing: You only pay for the advice you receive, regardless of whether you choose to implement our recommendations.

    15. Advoco Financial Services - Central Swindon South

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    9 Tismeads Cres, Swindon, SN1 4DP, United Kingdom

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    16. Eames Laurie Financial Services - Stratton St. Margaret

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    · 2 reviews

    Elborough House, 111-115 Ermin St, Stratton, Swindon SN3 4NH, United Kingdom

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    1. 1. Youthful and diverse team: Eames Laurie breaks the mold of traditional financial advisers with a dynamic and relatable team.
    2. 2. Client-centered approach: Instead of confusing jargon, Eames Laurie listens to clients' needs to provide clear and personalized financial planning.
    3. 3. Focus on financial well-being: By putting clients first, Eames Laurie helps them accumulate wealth, save for retirement, and achieve financial peace of mind.
    4. 4. Expert pension planning: With state pension ages changing, Eames Laurie guides clients on critical pension planning to align with their life goals.
    5. 5. Comprehensive financial services: From property purchases to tax-efficient investments, Eames Laurie offers tailored solutions for all financial needs.

    17. Aspire Wealth Management - West Swindon

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    Basepoint Business Centre, 76 Rivermead Dr, Westlea, Swindon SN5 7EX, United Kingdom

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    18. The Financial Advice Academy - Lydiard Tregoze

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    Spittleborough Farmhouse/Lydiard Tregoze, Swindon, SN4 8ET, United Kingdom

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    19. Hawkeye Financial Ltd - Central Swindon South

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    2 Croft Rd, Swindon, SN1 4DG, United Kingdom

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    1. 1. Expert financial advice: With over 30 years of experience, our team specializes in mortgages, investments, pensions, and will writing.
    2. 2. Personalized service: We offer a range of independent financial services tailored to your specific needs and goals.
    3. 3. Trustworthy advisor: Our clients trust us to provide impartial advice and help them make informed decisions for their financial future.
    4. 4. Comprehensive solutions: From mortgages to insurance products, we offer a one-stop shop for all your financial needs.
    5. 5. Cost-effective options: Our expert advice has helped clients save money on insurance products and mortgages, ensuring financial security for the future.
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