Financial advice in Swansea

Tell us what advice you need. We review your enquiry before discussing a suitable Swansea or remote adviser.

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What would you like help with?

Retirement & pensions

Compare advisers with retirement and pension planning experience.

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Inheritance & family wealth

Find advisers comfortable with inherited money and family planning.

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Investments

Compare service models, minimum assets and ongoing costs.

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Business owners

Find advisers used to owner-managed businesses and founders.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Swansea

Swansea serves a broad South West Wales advice market, including Mumbles, Neath and surrounding areas. Specialist fit can matter as much as being based inside the city.

For face-to-face advice, Swansea, Mumbles and nearby Neath Port Talbot can be part of one practical market. Remote advice can broaden the specialist pool across Wales and the UK.

What to compare before choosing

Swansea in context

The local-authority figures cover the Swansea council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 20.7%

Swansea · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 12.8%

Swansea · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £206,059

Swansea · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Swansea

How do I choose a financial adviser in Swansea?

Check regulation and then compare specialist experience, client fit, minimums, fees and meeting style.

Should I include Mumbles and Neath in my search?

Yes where travel remains practical. Nearby specialists may be a stronger fit than the closest city-centre firm.

How much does a Swansea financial adviser cost?

There is no standard local price. Ask for the actual initial and ongoing cost in pounds and what is included.

Can I compare advisers across Wales?

Yes. Start with our Swansea guide, then explore other Welsh locations or advice topics if you need more options.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

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Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Swansea council area. Each figure shows the period it covers.

Population: 249,429
Residents aged 65 or over: 20.7%
Self-employed share of people in work: 12.8%
Average house price: £206,059
Disposable income per person: £20,255
Median weekly pay before tax: £605.80
Selected company registrations: 128
Wider-area company registrations: 168

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

Employment in Swansea is summarised by the 2021 Census as follows: Human health and social work activities accounts for 18.2% of employment, 1.2 percentage points above the Wales benchmark. Public administration and defence; compulsory social security accounts for 11.0% of employment, 1.8 percentage points above the Wales benchmark. Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 15.6% of employment, 1.1 percentage points above the Wales benchmark. Among the three sectors shown, Human health and social work activities is 7.2 percentage points higher than Public administration and defence; compulsory social security. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

12.8% of people in work are self-employed, while the Wales comparison rate is 15.5%. The published average house price was £206,059 in June 2026. Gross disposable household income per head was £20,255 in 2024. Gross median weekly pay was £605.8 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Swansea local authority area. The Office for National Statistics (ONS) estimates 249,429 residents, of whom 20.7% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Swansea total.

Swansea is mapped to 128 active Companies House registrations in the selected business categories; the Swansea travel-to-work area contains 168. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Swansea. Photograph by Tiia Monto. CC BY-SA 3.0.