Our Company

Clear, personal financial advice built around you

Severn Financial helps individuals, families and business owners across South Wales and throughout the UK make confident decisions about their money.

Whether you’re buying a home, investing for the future, preparing for retirement or protecting your family, we take time to understand what matters to you and build our advice around your circumstances and goals.

A personal approach

We make financial planning easier to understand, with straightforward explanations, clear recommendations and transparent costs.

By looking at your pensions, investments, mortgages and protection together, we help you see the bigger picture. Where an ongoing service is agreed, we review your plan regularly as your life and priorities change.

We can also work alongside your accountant or solicitor, with your permission, to coordinate your planning.

Local advice, wherever you are

With locations in Cardiff , Swansea and Rickmansworth, we offer appointments face to face, by telephone or by video call.

Our new Mumbles office will at Newton Road, Mumbles, Swansea, SA3 4BN, supporting clients across Swansea, the Gower and West Wales.

Let’s talk

An initial conversation is an opportunity to discuss what you want to achieve and how we may be able to help.

Arrange an initial conversation

Telephone: 03330540798

Email: admin@severn.financial