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Independent Financial Advisers in Swansea > Western Welsh Financial Services

Western Welsh Financial Services

Western House, 23 Spilman Street, Carmarthen, SA31 1LQ 01267 238555
Category:

Independent Financial Advisers in Swansea

The business says...Our business is to provide "FACE TO FACE" financial advice to the personal and corporate markets. Our promise is to offer an honest, practical and balanced approach to the financial planning needs.... more info

Western Welsh Financial Services
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Western Welsh Financial Services

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The business says...Our business is to provide "FACE TO FACE" financial advice to the personal and corporate markets. Our promise is to offer an honest, practical and balanced approach to the financial planning needs of all our clients. As more and more traditional face to face providers distance themselves from their policy holders, we at Western Welsh are able to provide face to face financial advice with a personal professional manner you deserve as a valued customer. Meetings can be arranged at a time and place that is convenient to you.

eXtra Information
Specialist Services:

We pride ourselves on meeting your needs, by ensuring that we understand your circumstances and requirements, before we make any recommendations or suggestions.

Services Offered:

IFA
Lump Sum Investment
Stakeholder Pension Planning
Regular Savings Plans
Company Pension Schemes
Retirement Planning
Group Personal Pensions
Income Protection
Tax Planning for Companies
Personal Protection
Director Share Protection
Tax Planning for Individuals
Partnership Protection
Healthcare
Keyman Assurance
Limited General Insurance
Venture Capital & Financing
Mortgage
Re-Mortgage
Commercial Loans & Mortgages
Equity Release

Awards/Ratings/Associations:

Members of The Personal Finance Society

Services Offered:

Both

Areas Served:

Local area

Business Hours:

Sunday closed closed

Monday 9:00 17:00

Tuesday 9:00 17:00

Wednesday 9:00 17:00

Thursday 9:00 17:00

Friday 9:00 16:00

Saturday closed closed

Operating Since:

2001

Branches:

5

Keywords:

pensions, investments, savings, inuities, isa, inheritance tax planning

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