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List Of All retirement planning service Leads in Swansea

20 retirement planning service in Swansea are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Sterling Welsh Independent Financial Advisers Ltd), with an average of roughly 4.6★ across all listings. Details were last refreshed 9/3/2026, so you can browse with confidence and reach out directly to the ones that fit.

20 results · last updated 9/3/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Sterling Welsh Independent Financial Advisers LtdMortgage broker
Gower House, 28-30 Dunns Ln, Mumbles, Swansea SA3 4AAView on Google Maps
5.0(30)
**79*7***10View in Leads Search60******************************@s**********.wixpress.comView in Leads Searchwww.sterlingwelsh.co.uk/
LinkedInFacebookX (Twitter)YouTube
SIP Wealth ManagementFinancial Advisor
Unit B, Marina Villas, Trawler Rd, Maritime Quarter, Swansea SA1 1FZView on Google Maps
5.0(22)
**79*7***00View in Leads Search-sipwealthmanagement.co.uk/-
Severn FinancialFinancial Advisor
10 Coed Celyn Rd, Sketty, Swansea SA2 8DSView on Google Maps
5.0(22)
**79*****37View in Leads Searchad***@s*****.financialView in Leads Searchwww.severn.financial/-
Ashley Kissick Financial AdvisersFinancial Advisor
10 St James's Cres, Swansea SA1 6DZView on Google Maps
5.0(4)
**79*7***26View in Leads Search-ashleykissick.co.uk/-
Watermark Financial PlanningFinancial planner
1st Floor, 98 Walter Rd, Swansea SA1 5QJView on Google Maps
5.0(3)
**79*****32View in Leads Searchma********@t****.comView in Leads Searchwww.watermark-financial.co.uk/-
Tailored Financial Advice LtdFinancial planner
37 Francis Rd, Morriston, Swansea SA6 7DYView on Google Maps
5.0(3)
**79*77*864View in Leads Searchin**@t**********************.co.ukView in Leads Searchtailoredfinancialadvice.co.uk/-
JM
Jason Marsh Financial Planning ConsultantFinancial advisor
14 Ffordd Alltwen, Gowerton, Swansea SA4 3HGView on Google Maps
5.0(3)
*77***8*658View in Leads Search---
Green Castle Financial Planning LtdFinancial planner
Office One, First Floor, 5-7 Alexandra Rd, Gorseinon, Swansea SA4 4NWView on Google Maps
5.0(2)
**79*986*03View in Leads Searchma**@g************.co.ukView in Leads Searchwww.greencastlefp.co.uk/-
SF
Solidus Financial PlanningFinancial planner
163 St Helen's Rd, Nicholl St, Entrance, Swansea SA1 4DQView on Google Maps
5.0(2)
**79*****40View in Leads Search---
Generation Financial PlanningEstate Planning Lawyer
Corporation House, Corporation Rd, Swansea SA4 6SDView on Google Maps
5.0(1)
*******8626View in Leads Searchen*******@g***********.co.ukView in Leads Searchwww.generationfp.co.uk/
InstagramFacebookX (Twitter)
Pendleton Financial PlanningFinancial planner
19 Crest Acre Cl, Langland, Newton, Swansea SA3 4URView on Google Maps
5.0(1)
*7**6*7*853View in Leads Search-partnership.sjp.co.uk/partner/davidpendleton?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-
RF
Reform Financial LtdFinancial planner
147 St Helen's Rd, Swansea SA1 4DEView on Google Maps
5.0(1)
----
AF
AJH Financial ServicesFinancial Advisor
1 Tawe Business Village, Phoenix Way, Swansea Enterprise Park, Bon-y-maen, Swansea SA7 9LAView on Google Maps
5.0(1)
**79***6600View in Leads Search---
Cosgrove Brown Financial Planning Limited - Chartered Financial PlannersFinancial planner
Unit 1 (GF), Dragon 24, Penllergaer Business Park, Swansea SA4 9HJView on Google Maps
4.9(66)
**79**8*607View in Leads Search-www.cosgrovebrown.co.uk/
Facebook
LTRAD Financial Services LtdMortgage broker
The Third Floor Langdon House Langdon Road SA1, Swansea SA1 8QYView on Google Maps
4.9(47)
*798986**09View in Leads Searchra**********@l*********.co.ukView in Leads Searchwww.ltradfsltd.co.uk/
LinkedIn
Clearview I F A LtdFinancial planner
6 Thomas St, St Thomas, Swansea SA1 8ATView on Google Maps
4.5(2)
**79**69*94View in Leads Searchco*****@c************.comView in Leads Searchclearviewifal.net/-
SIP Wealth ManagementFinancial planner
48 Newton Rd, Mumbles, Swansea SA3 4BQView on Google Maps
4.1(9)
**79*7***00View in Leads Search-sipwealthmanagement.co.uk/-
Estate Capital Financial ManagementFinancial planner
7 Uplands Cres, Uplands, Swansea SA2 0PAView on Google Maps
4.0(4)
**79**77763View in Leads Searchma**@e************.co.ukView in Leads Searchwww.estatecapital.co.uk/
LinkedInFacebook
FF
First Financial Alliance LtdFinancial planner
Frigate House, Quay Parade, Swansea SA1 1SRView on Google Maps
3.5(2)
**79**6*899View in Leads Search---
Portfolio Financial ConsultancyFinancial Advisor
Unit 2, Langdon House, Langdon Rd, St Thomas, Swansea SA1 8QYView on Google Maps
1.0(1)
**79**8*860View in Leads Search-www.portfolio.org.uk/-

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