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Independent Financial Advisor
Welcome to N&P Financial Advisors
For an inheritance tax advisory service in West Wales, please call N&P Financial Advisors today. We are a family run business and we have been established since 1990. Our team have a wealth of experience and repeatedly receive many referrals through our large client bank. Our motto has always been that the client is foremost in our thoughts and their wishes and aspirations are key to our success. We offer the personal touch to ensure that we meet our clients' needs.
Retirement Planning in West Wales
We provide in-depth financial planning and financial advice from the whole of the market including:
- Retirement Planning
- Pensions
- Investments
- Savings
- Tax Planning
- Inheritance Tax
- Life Assurance
- Mortgages
Loan and Investments Planning in Swansea
We take care to understand our clients' financial needs. We achieve this by placing an emphasis on the quality of service, regular client contact and most importantly an understanding of your personal circumstances.
We cannot stress enough that our main thoughts over the last 20 years have been that our clients are our number 1 priority. As we look after them and give them paramount importance it enhances our reputation. This has been done over the last 20 years and we aim to carry on with this theme.