Magor Wealth Management Limited - Swansea

Magor Wealth Management Limited: A Comprehensive Guide

Located in the heart of Swansea, Magor Wealth Management Limited is a reputable financial planning company that offers a range of services to individuals and businesses. With its state-of-the-art facilities and experienced team, this company has established itself as a trusted name in the financial industry.

Main Services

• Financial Planning: Magor Wealth Management Limited provides personalized financial planning services to help clients achieve their financial goals. From creating budget plans to investing in retirement funds, their team of experts will guide you every step of the way.
• Investment Advice: With years of experience in the financial sector, the team at Magor Wealth Management Limited is well-equipped to provide expert investment advice. They will help you create a diversified portfolio that suits your risk tolerance and investment goals.
• Retirement Planning: Whether you're approaching retirement or already retired, Magor Wealth Management Limited can help you create a sustainable income stream. Their retirement planning services will ensure that you have a secure financial future.
• Business Planning: For businesses looking to grow and expand, Magor Wealth Management Limited offers customized business planning services. Their team will help you create a comprehensive business plan that addresses your unique needs and goals.
• Tax Planning: Magor Wealth Management Limited's tax planning services will help you minimize your tax liability and maximize your wealth. Their team of experts will ensure that you take advantage of all available tax savings opportunities.
• Wills and Estates: In the event of a passing, Magor Wealth Management Limited's wills and estates services will ensure that your assets are distributed according to your wishes. Their team will guide you through the entire process, making it as smooth and hassle-free as possible.

Location and Access

Magor Wealth Management Limited is located at 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom. This address is easily accessible by car, with ample parking available in their wheelchair-accessible car park. The company is also wheelchair-accessible, with a wheelchair-accessible toilet on site. Appointments are recommended to ensure that you receive the best possible service.

Located in the heart of Swansea, Magor Wealth Management Limited is close to various public transportation options. The nearest bus stop is just a short walk away, and the company is also accessible by car via the A465 and A48 roads. For those using public transportation, the nearest train station is Swansea Railway Station, which is approximately 2 miles away.

Featured Characteristics

Magor Wealth Management Limited is known for its exceptional customer service, with a team of experienced and professional advisors who are dedicated to providing personalized service to each client. The company's state-of-the-art facilities are designed to provide a comfortable and welcoming environment for clients, with modern equipment and technology at their disposal.

Magor Wealth Management Limited is also committed to accessibility, with wheelchair-accessible facilities and a wheelchair-accessible car park on site. This ensures that clients with mobility issues can easily access the company's services and facilities.

Practical Information

Phone: 1792850749

Email: N/A

Website: N/A

Address: 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom

Opinions

As of our knowledge cutoff, Magor Wealth Management Limited has 0 reviews on Google My Business. However, based on the company's reputation and customer service, it is likely that they have received positive feedback from satisfied clients.

Overall, Magor Wealth Management Limited has established itself as a trusted and reputable financial planning company in Swansea. With its exceptional customer service, state-of-the-art facilities, and experienced team, this company is well-equipped to provide personalized financial planning services to individuals and businesses.

Rating

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