SIP Wealth Management 48 Newton Rd, Mumbles, Swansea SA3 4BQ

SIP Wealth Management

15 Reviews
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
SIP Wealth Management 48 Newton Rd, Mumbles, Swansea SA3 4BQ

About the Business

SIP Wealth Management | Swansea's largest IFA and Wealth Adviser | SIP Wealth Management is a specialist Practice of Independent Financial Advisers with over 50 years experience in developing ‘Self Invested’ Pensions.

Contacts

Call Us
+441792720200
48 Newton Rd, Mumbles, Swansea SA3 4BQ

Hours

  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM

Features

  • Wheelchair-accessible toilet
  • Toilets
  • On-site services
  • Online appointments

Recommended Reviews

Allison Mitchell
02.03.2024
SIP Wealth Management
Professional, efficient and reliable! Very thorough and responsive to ongoing queries and advice. Have no hesitation in recommending this Practice.
Edo Velthuis
24.12.2023
SIP Wealth Management
Jon Francis and the team at SIP Wealth Management are professional, knowledgable and friendly. I've been dealing with them for professional advice for over 12 years and have always found their recommendations spot on.
Charlie Thomas
20.12.2023
SIP Wealth Management
The staff were very helpful and professional.
ian fox
19.12.2023
SIP Wealth Management
Wanted my money, strung me along then thought I was too poor as £150k wasn't enough. Keep clear.... impossible to trust this behavior
David T
17.12.2023
SIP Wealth Management
Great customer service. Immediately available to help and to discuss what I wanted and what my aims were. Seemed genuinely interested to help
Cam Watkins
17.12.2023
SIP Wealth Management
Very efficient and profitable service. Advice was clear cut and extremely helpful.
Gareth Lewis
17.12.2023
SIP Wealth Management
Advice was professional, informative and honest. 5*

Add Review

Map

48 Newton Rd, Mumbles, Swansea SA3 4BQ
SIP Wealth Management