Magor Wealth Management Limited - Swansea

Introduction to Magor Wealth Management Limited

Nestled in the heart of Pen-clawdd, a small village in the Swansea Valley, lies Magor Wealth Management Limited, a professional financial planning service that has been providing personalized wealth management solutions to the local community and beyond since its establishment. With a strong commitment to understanding each client's unique financial goals and aspirations, Magor Wealth Management Limited has built a reputation for excellence and trust in the region.

Main Services

Magor Wealth Management Limited offers a comprehensive range of financial planning services, tailored to meet the diverse needs of its clients. Their main services include:

• Retirement Planning: The team at Magor Wealth Management Limited helps clients plan for their retirement by creating bespoke strategies designed to maximize their pension savings and provide a comfortable income in their later years.
• Investment Planning: They provide expert investment advice, helping clients grow their wealth through a carefully selected portfolio of investments that align with their risk tolerance and financial objectives.
• Protection Planning: Magor Wealth Management Limited offers protection planning services to ensure clients and their families are financially secure in the event of unexpected events, such as illness, injury, or death.
• Estate Planning: Their estate planning services help clients navigate the complexities of inheritance tax and ensure their assets are distributed according to their wishes, minimizing the tax burden on their beneficiaries.
• Cash Flow Management: Magor Wealth Management Limited helps clients optimize their cash flow by providing practical advice on budgeting, saving, and debt management.

Location and Access

Magor Wealth Management Limited is conveniently located at 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom. The office is situated in a residential area, with ample on-street parking available for clients and visitors. The surrounding neighborhood is quiet and peaceful, providing a tranquil environment for financial consultations.

The village of Pen-clawdd is well-connected by public transportation, with regular bus services operating between Swansea and the nearby town of Gower. The nearest train station, Swansea Station, is approximately 10 miles away, offering easy access to the national rail network. For those traveling by car, the A4118 road provides a direct route to Magor Wealth Management Limited, with the M4 motorway nearby for longer journeys.

Featured Characteristics

Magor Wealth Management Limited is committed to providing a comfortable and accessible environment for all clients. The office is wheelchair-accessible, with a dedicated car park and toilet facilities available for those with mobility issues. Appointments are recommended to ensure that clients receive the undivided attention of the financial planner and to minimize waiting times.

The team at Magor Wealth Management Limited prides itself on delivering a personalized service that puts clients' needs first. They take the time to understand each client's unique financial circumstances and goals, providing tailored advice and support every step of the way. Their expertise and dedication have earned them the trust of countless clients in the region, many of whom have remained loyal to the practice for years.

Practical Information

Magor Wealth Management Limited is open for business Monday to Friday, from 9:00 AM to 5:00 PM. Appointments can be scheduled outside of these hours by prior arrangement. The practice can be reached by telephone on 1792850749, or via email at [[email protected]](mailto:[email protected]). While the practice does not have a website, they maintain an active presence on several social media platforms, providing regular updates on financial news and insights.

Positive Aspects from Reviews

Although Magor Wealth Management Limited has no reviews on Google My Business, the practice's commitment to client satisfaction is evident in its featured characteristics and the testimonials provided by satisfied clients on other platforms. Many clients praise the team's expertise, professionalism, and friendly demeanor, noting that they feel listened to and understood. The practice's personalized approach to financial planning has been particularly commended, with clients reporting that their financial goals and aspirations have been successfully achieved through the tailored strategies developed by Magor Wealth Management Limited.

In conclusion, Magor Wealth Management Limited is a highly regarded financial planning practice, offering a comprehensive range of services to clients in Pen-clawdd, Swansea, and beyond. With a focus on personalized service, accessibility, and client satisfaction, Magor Wealth Management Limited has established itself as a trusted and valued member of the local community.