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
Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new retirement planning service appear in Swansea.
| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Sterling Welsh Independent Financial Advisers LtdGower House, 28-30 Dunns Ln, Mumbles, Swansea SA3 4AA | **79*7*••••0 | 60****••••s.comRegister to View | 5.0(30 reviews) | Mortgage broker | |
| SIP Wealth ManagementUnit B, Marina Villas, Trawler Rd, Maritime Quarter, Swansea SA1 1FZ | **79*7*••••0 | — | 5.0(22 reviews) | Financial Advisor | |
| Severn Financial10 Coed Celyn Rd, Sketty, Swansea SA2 8DS | **79***••••7 | ad***••••ncialRegister to View | 5.0(22 reviews) | Financial Advisor | |
| Ashley Kissick Financial Advisers10 St James's Cres, Swansea SA1 6DZ | **79*7*••••6 | — | 5.0(4 reviews) | Financial Advisor | |
| Watermark Financial Planning1st Floor, 98 Walter Rd, Swansea SA1 5QJ | **79***••••2 | ma****••••*.comRegister to View | 5.0(3 reviews) | Financial planner | |
| Tailored Financial Advice Ltd37 Francis Rd, Morriston, Swansea SA6 7DY | **79*77••••4 | in**••••co.ukRegister to View | 5.0(3 reviews) | Financial planner | |
| Jason Marsh Financial Planning Consultant14 Ffordd Alltwen, Gowerton, Swansea SA4 3HG | *77***8••••8 | — | 5.0(3 reviews) | Financial advisor | |
| Green Castle Financial Planning LtdOffice One, First Floor, 5-7 Alexandra Rd, Gorseinon, Swansea SA4 4NW | **79*98••••3 | ma**••••co.ukRegister to View | 5.0(2 reviews) | Financial planner | |
| Solidus Financial Planning163 St Helen's Rd, Nicholl St, Entrance, Swansea SA1 4DQ | **79***••••0 | — | 5.0(2 reviews) | Financial planner | |
| Generation Financial PlanningCorporation House, Corporation Rd, Swansea SA4 6SD | *******••••6 | en****••••co.ukRegister to View | 5.0(1 reviews) | Estate Planning Lawyer | |
| Pendleton Financial Planning19 Crest Acre Cl, Langland, Newton, Swansea SA3 4UR | *7**6*7••••3 | — | 5.0(1 reviews) | Financial planner | |
| Reform Financial Ltd147 St Helen's Rd, Swansea SA1 4DE | — | — | 5.0(1 reviews) | Financial planner | |
| AJH Financial Services1 Tawe Business Village, Phoenix Way, Swansea Enterprise Park, Bon-y-maen, Swansea SA7 9LA | **79***••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Cosgrove Brown Financial Planning Limited - Chartered Financial PlannersUnit 1 (GF), Dragon 24, Penllergaer Business Park, Swansea SA4 9HJ | **79**8••••7 | — | 4.9(66 reviews) | Financial planner | |
| LTRAD Financial Services LtdThe Third Floor Langdon House Langdon Road SA1, Swansea SA1 8QY | *798986••••9 | ra****••••co.ukRegister to View | 4.9(47 reviews) | Mortgage broker | |
| Clearview I F A Ltd6 Thomas St, St Thomas, Swansea SA1 8AT | **79**6••••4 | co****••••*.comRegister to View | 4.5(2 reviews) | Financial planner | |
| SIP Wealth Management48 Newton Rd, Mumbles, Swansea SA3 4BQ | **79*7*••••0 | — | 4.1(9 reviews) | Financial planner | |
| Estate Capital Financial Management7 Uplands Cres, Uplands, Swansea SA2 0PA | **79**7••••3 | ma**••••co.ukRegister to View | 4.0(4 reviews) | Financial planner | |
| First Financial Alliance LtdFrigate House, Quay Parade, Swansea SA1 1SR | **79**6••••9 | — | 3.5(2 reviews) | Financial planner | |
| Portfolio Financial ConsultancyUnit 2, Langdon House, Langdon Rd, St Thomas, Swansea SA1 8QY | **79**8••••0 | — | 1.0(1 reviews) | Financial Advisor |