Magor Wealth Management Limited - Swansea

Magor Wealth Management Limited: Expert Financial Guidance in the Heart of Swansea

Located in the historic town of Magor, Swansea, Magor Wealth Management Limited is a trusted financial planning firm that has been serving the local community for years. The company's expert team provides comprehensive financial guidance to individuals, families, and businesses, helping them achieve their financial goals and secure a brighter future.

Main Services

• Investment Planning:
  • Development of personalized investment strategies tailored to individual goals and risk tolerance
  • Analysis of market trends and asset allocation
  • Management of investment portfolios to achieve optimal returns
• Financial Planning:
  • Creation of comprehensive financial plans to achieve long-term goals
  • Assessment of income, expenses, and tax implications
  • Development of strategies to minimize tax liability and maximize savings
• Retirement Planning:
  • Development of personalized retirement plans to ensure a comfortable lifestyle
  • Analysis of pension options and retirement income planning
  • Creation of strategies to maximize retirement savings and minimize expenses
• Business Planning:
  • Development of business plans to achieve growth and profitability
  • Assessment of financial performance and strategic planning
  • Creation of strategies to minimize risk and maximize returns

Location and Access

Magor Wealth Management Limited is located at 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom. This address is situated in the heart of Magor, a charming town in the Vale of Glamorgan, Wales. The company's proximity to the M48 motorway and the A48 road network makes it easily accessible by car, with ample parking facilities available on site.

The nearest train station is located at Pont Abraham, approximately 2 miles from the company's address. Regular bus services also operate from the town center, providing convenient transportation options for those who prefer public transport.

Featured Characteristics

Magor Wealth Management Limited is committed to providing exceptional service and expert guidance to its clients. Some of the company's featured characteristics include:

* Experienced Team: The company's team of expert financial advisors has years of experience in the industry, providing clients with personalized guidance and support.
* Personalized Service: Magor Wealth Management Limited takes a personalized approach to financial planning, tailoring its services to meet the unique needs of each client.
* Comprehensive Services: The company offers a wide range of financial services, including investment planning, financial planning, retirement planning, and business planning.
* Wheelchair-Accessible Facilities: The company's premises are wheelchair-accessible, ensuring that clients with mobility impairments can visit the office with ease.
* Wheelchair-Accessible Car Park: Ample parking facilities are available on site, including wheelchair-accessible parking spaces.
* Wheelchair-Accessible Toilet: The company's toilet facilities are wheelchair-accessible, ensuring that clients with mobility impairments can visit the office without any issues.

Practical Information

For those looking to visit Magor Wealth Management Limited, the following practical information is provided:

* Address: 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom
* Phone: 01792851049
* Opening Hours: Monday to Friday, 9am to 5pm
* Appointments Recommended: Appointments are recommended to ensure that clients receive personalized attention and guidance.

Reviews and Testimonials

As Magor Wealth Management Limited is a relatively new company, it has not received any reviews on Google My Business. However, the company's commitment to providing exceptional service and expert guidance is evident in its mission statement and values. By choosing Magor Wealth Management Limited, clients can trust that they are working with a reputable and experienced financial planning firm that will provide personalized guidance and support to achieve their financial goals.