Reviews of SIP Wealth Management. (Financial Consultant) in Swansea (West Glamorgan).

SIP Wealth Management

22 Reviews

22 Comments

Financial Consultant

Financial planner

11, Axis Court Mallard Way, Swansea Vale, Llansamlet, Swansea SA7 0AJ, United Kingdom

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Description Map Open Hours Reviews Contact Photos

Description

Information of SIP Wealth Management, Financial Consultant in Swansea (West Glamorgan)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of SIP Wealth Management

Sunday

Closed

Monday

9am–5pm

Tuesday

9am–5pm

Wednesday

9am–5pm

Thursday

9am–5pm

Friday

9am–5pm

Saturday

Closed

Popular times

Sunday

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Monday

9
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Tuesday

9
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Wednesday

9
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Thursday

9
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16

Reviews of SIP Wealth Management

J. B.

I have been a client of SIP for three years and I can’t commend them enough, nothing’s too much for them and always ready to help anytime, any day. Very professional, very friendly and very knowledgable. Over the last three years, my investment has increased greatly and continues to do so. Even through this pandemic, I was shocked how well compared to other people who had invested with other companies my investment had done! I would always recommend SIP Wealth to anyone in confidence, I have had investments with other companies over the last 30+ years, none have come close to SIP! Jon Francis is a remarkable person and through his advice, knowledge and direction, he has improved myself and family’s future outlook! Great guy and a great company!!

M. C.

I have been a client of SIP Wealth Management for over three years and have found the service they provide as very professional. During that time I have had frequent review meetings with Mr Jon Francis. His investment advice has always been well explained and has catered for all my financial requirements. In addition, his client updates during the covid 19 pandemic have offered well balanced financial advise which has been reassuring over this period of time. I would not hesitate to recommend SIP Wealth Management to any future potential clients.

B. B.

I have been with SIP Wealth Management for three years during which time they have provided me with an extremely professional and reliable service. Jon Francis has shown a great depth of knowledge and expertise in the financial field and his advice has been consistently on the mark. The regular updates during the recent economic turmoil (whether caused by the pandemic, Brexit or Trump) have helped reassure me that the faith I placed in Jon and his team to look after my finances has been well founded. I would highly recommend SIP Wealth Management to anyone seeking financial advice.

S. W.

I have been a client of Jon's for more than 25 years, during some turbulent market changing events. What has remained consistent, is Jon's professionalism, personal attention to detail and knowledge of financial products and markets, delivering performance well beyond my expectations. It gives myself and my family great peace of mind knowing that Jon, Karen and the team at SIP Wealth Management are looking after our personal finances. We would highly recommend them to others.

E. V.

Jon Francis and the team at SIP Wealth Management are professional, knowledgable and friendly. I've been dealing with them for professional advice for over 12 years and have always found their recommendations spot on.

A. L.

SIP has been incredibly helpful offering advise and taking care of a wide range of investments. Not only are their advisors professional, but once everything is set-up you barely need to think about it. Would highly reccomend

A. S.

My pension fund and ISAs have grown significantly in value since becoming a SIP client more than 10 years ago. The regular reports they provide on my investments are first class, as is their help and advice.

S. P.

Hi, jon as been my advisor for 3year's and I have nothing but praise for him and his company. From day one he as given me expert advice and even with all this uncertainty with the covid situation he as still managed to make money for me. I would,and indeed I have recommend people to him who have also been pleased with him.And last but not least the staff he as working for him which in my case is karen and zoe are a pleasure to speak and communicate with.

M. B.

Since I have dealt with Jon Francis, I have found the whole experience to be professional where the focus is on the customer, ensuring I understand all risks and benefits of any decisions I make. I have no regrets and are more than happy with the results.

G. B.

I received high quality and well explained advice from SIP Wealth Management. The staff were extremely helpful and I would certainly recommend this practice.

E. B.

As I don’t know much about the finance field having SIP there was so helpful! Their advice was clear and simple making it all seem easy and stress free.

J. A.

The staff were fantastic and very helpful with nothing feeling like it was too big or too small. The advice I was given was very clear and explained fully so I could understand. I felt they genuinely wanted to help me with a very good response time.

D. E.

I have been a client of Sip Wealth Management for approximately 3 years now and find their service to be superb. I would highly recommend to anyone.

K. P.

Professional staff who offered a great service with quality advice. Alongside the friendly manner and quick responses I have been exceptionally satisfied with their services and my returns. Many thanks to the Team.

T. c.

SIP are very professional,accurate with their guidance prompt on contacting clients, I've been very pleased with my investment and would recommend to anyone interested in fund management