Pendleton Financial Planning - Swansea

Pendleton Financial Planning

Pendleton Financial Planning, located at 19 Crest Acre Cl, Langland, Newton, Swansea SA3 4UR, United Kingdom, is a reputable financial planning firm that has been providing top-notch services to its clients for several years. With a strong commitment to helping individuals and families achieve their financial goals, the company offers a wide range of services, including financial planning, investment management, and retirement planning.

The company's specialties include financial planning, which is a core service that helps clients make informed decisions about their money and achieve long-term financial stability. In addition to their financial planning services, Pendleton Financial Planning also provides investment management, ensuring that clients' investments are well-managed and aligned with their goals.

One of the key strengths of Pendleton Financial Planning is their personalized approach to financial planning. They take the time to understand each client's unique financial situation, goals, and risk tolerance, and develop customized plans that are tailored to their specific needs. This level of personal attention sets them apart from other financial planning firms.

In addition to their expertise in financial planning and investment management, Pendleton Financial Planning also offers retirement planning services. They work with clients to develop comprehensive retirement plans that take into account factors such as income, expenses, and potential future changes in their financial situation. This helps clients feel more confident and secure as they approach retirement.

To make an appointment with Pendleton Financial Planning, it is recommended to contact the company directly at their phone number: 1792410574. You can also visit their website at partnership.sjp.co.uk for more information about their services and to schedule an appointment.

Pendleton Financial Planning is committed to providing exceptional service to their clients, and their 5/5 average opinion on Google My Business reflects their dedication to excellence. With their personalized approach, expertise in financial planning, investment management, and retirement planning, Pendleton Financial Planning is an excellent choice for anyone seeking a trusted and reliable financial planning firm.