With over 120 years of combined experience jamesmith financial services are independent financial advisers, caring for the financial needs of our clients throughout South Wales. We have offices in Swansea and Llanelli.
We offer a friendly personal service either at your home or office.
Following our initial free consultation, our aim is to create unique solutions to solve your financial needs. Our advice will be specifically tailored to your needs, taking into account your current situation and a range of other issues including managing your savings & investments, tax and estate planning, protecting your business and personal insurance protection. Our ultimate aim is the creation of a Financial Plan based on your financial goals, one that we will regularly review to ensure it adapts to your ever changing circumstances.
Would you like to hear more?
Contact us now on 01269 832862 or use the contact form.