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Find 3 Recommended Local Financial Advisers in Wales

Read profiles and client feedback for 3 recommended financial advisers serving Wales, including Swansea and Newport. Check the advice they offer and contact appropriate professionals to discuss your financial requirements and consultation options.
Newport County (1)
Swansea County (2)
Newport (1)
Swansea (2)
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Brewin Dolphin
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We have over 250 years of experience in financial advisory services
Brewin Dolphin offers tailored wealth management and investment solutions. With over 250 years of expertise, our London-based financial advisers provide personalized financial planning, tax-efficient investing, and inheritance tax strategies.
Wealth Management Investment Management Financial Planning
0845 213 1540 Call Profile
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Estate Capital
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We are chartered, established, and client-focused with in-house research capabilities.
Estate Capital provides tailored financial advice and investment solutions in Swansea, helping clients achieve long-term financial security through transparent, client-focused strategies.
Wealth Management Pension Advice Investment Portfolios
01792 477763 Call Profile
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Chapelwood Financial Planning
25 Years
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We offer over 20 years of experience in financial planning
Chapelwood Financial Planning offers expert financial advisory services in Newport, Wales, specialising in investment management, retirement planning, and estate solutions to secure your financial future.
Financial Planning Investment Management Retirement Planning
01633 213583 Call Profile