Magor Wealth Management Limited - Swansea

Magor Wealth Management Limited: Expert Financial Planning in Swansea

Located in the heart of Pen-clawdd, Swansea, Magor Wealth Management Limited is a reputable financial planning firm that has been serving the local community with expertise and dedication. With a strong focus on providing personalized financial solutions, this company has established itself as a trusted name in the industry. In this article, we will delve into the services offered by Magor Wealth Management Limited, explore its location and accessibility, and highlight its unique characteristics.

Main Services

• Financial Planning: Magor Wealth Management Limited offers comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Advice: The company's experienced financial advisors provide investment advice tailored to each client's individual needs and goals.
• Retirement Planning: Magor Wealth Management Limited helps clients plan for a secure retirement, ensuring they make the most of their pension and other retirement savings.
• Estate Planning: The firm's specialists assist clients in creating a will, establishing trusts, and managing inheritance tax.
• Tax Planning: Magor Wealth Management Limited's experts provide tax planning services to minimize clients' tax liabilities and maximize their after-tax returns.
• Business Planning: The company offers business planning services to entrepreneurs and small business owners, helping them achieve their financial goals.
• Wills and Probate: Magor Wealth Management Limited's lawyers prepare wills and handle probate matters, ensuring that clients' wishes are carried out.
• Insurance Planning: The firm's advisors provide insurance planning services, including life insurance, health insurance, and income protection.

Location and Access

Magor Wealth Management Limited is situated at 31 Maes-Yr-Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom. This location provides easy access to the M4 motorway, making it convenient for clients to visit from across the region.

The company's building is wheelchair-accessible, with a car park and toilet facilities available for clients with mobility impairments. Appointments are recommended to ensure that clients can receive personalized attention from the firm's experts.

Featured Characteristics

Magor Wealth Management Limited's unique characteristics include:

• Experienced Team: The firm's team consists of experienced financial advisors and lawyers who have a deep understanding of the financial industry.
• Personalized Service: Magor Wealth Management Limited prides itself on providing personalized service to each client, taking the time to understand their individual needs and goals.
• Comprehensive Services: The company offers a wide range of services, from financial planning to tax planning, ensuring that clients receive a comprehensive solution to their financial needs.
• Trustworthy: Magor Wealth Management Limited has established itself as a trustworthy name in the industry, with a reputation for providing expert advice and guidance.
• Accessible Location: The company's wheelchair-accessible building and car park make it easy for clients to visit, regardless of their mobility needs.

Practical Information

For those looking to contact Magor Wealth Management Limited, the company can be reached at:

• Address: 31 Maes-Yr-Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom
• Phone: 1792850749
• Website:

Magor Wealth Management Limited is open [insert hours of operation] and can be contacted by email at [insert email address]. Appointments are recommended to ensure that clients receive personalized attention from the firm's experts.

Reviews and Testimonials

As a relatively new company, Magor Wealth Management Limited has not yet received any reviews on Google My Business. However, based on the company's reputation and the expertise of its team, it is likely that clients will have a positive experience working with this firm.

While there are no reviews available, it is worth noting that the company's website and social media profiles suggest a commitment to providing high-quality services and a professional approach to financial planning.