Financial advisers in Swansea

Our IFAs serving Swansea provide a range of financial planning and advice services, including investments, pensions and tax planning.

Sunrise at the Millennium bridge, also known as the Sail bridge, spanning the river Tawe in Swansea

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Our nation-wide team includes financial planners serving Swansea and the surrounding areas. They are passionate about helping people, just like you, manage their money more effectively.

Swansea is the second largest city in Wales after Cardiff. The birthplace of Dylan Thomas, Swansea offers a blend of commerce and countryside. It’s long coastline is peppered with beaches and coves, while the city centre includes the remains of Swansea castle, a once-great fortress. Sports fans flock to the Swansea stadium to support Swansea City FC and the Ospreys rugby team.

Amber River has a highly-qualified team of independent financial advisers serving Swansea. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Swansea Financial Advisers

Here are just some of the faces and stories behind our financial advisers serving Swansea.

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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