Swan Wealth Management Limited
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- Barley Wood Barn, The Walled Garden, Long Lane, Bristol, Somerset, BS40 5SA
Swan Wealth Management Limited, a reputable financial services firm, is ideally based in Somerset's vibrant city of Bristol. Regulated by the FCA under number 503447, they are renowned for their diverse finance portfolio that covers sectors such as life insurance, investments, and even final salary pension transfers. Specializing in bespoke financial planning and crucial pensions retirement advice, they bring a wealth of knowledge to the surrounding counties of Bristol. You can find them nestled at Barley Wood Barn, within The Walled Garden. Swan Wealth offers not just regulated advice but a dedicated customer-centric approach, proving to be a trusted financial partner whether you're an investment newbie or a seasoned professional.
Their team includes 2 financial advisers. Check FCA registration here.
Swan Wealth Management Limited are approved by the FCA to give advice on:
Directions to Swan Wealth Management Limited from the Motorway
- From the M5:
- At junction 17, please take the Cribbs Causeway/A4018 exit towards Bristol (West).
- Upon arriving at the Cribbs Causeway Interchange, please take the fourth exit onto Cribbs Causeway/A4018.
- At the subsequent roundabout, please take the second exit and continue on Cribbs Causeway/A4018.
- When you reach the next roundabout, please take the first exit onto A4018.
- At the following roundabout, please take the second exit onto Passage Road/A4018.
- Please note that A4018 veers slightly to the left and becomes Westbury Road/A4018. You should continue on A4018.
- Take a sharp right turn onto Stoke Road/A4018.
- Then, turn left onto Upper Belgrave Road/A4176 and continue on A4176.
- Merge onto Portway/A4 and continue on A4.
- Keep to the right to remain on Cabot Way.
- Proceed onto Brunel Way/Plimsoll Swingbridge/A3029 and continue on Brunel Way.
- Maintain to your right to remain on Brunel Way/A370 and continue on A370.
- At Gurney Roundabout, please take the first exit onto South Bristol Link Road/Colliters Way/A4174.
- Continue along South Bristol Link Road/Colliters Way/A4174.
- At Lime Kiln Roundabout, please take the third exit onto Bridgwater Road/A38 and continue on A38.
- At the next roundabout, please take the second exit and remain on A38.
- At the subsequent roundabout, please take the first exit and continue on A38.
- Turn right onto Church Road.
- Then, proceed onto Long Lane.
- Finally, turn left onto a partial restricted usage road and your destination will be on the left.
List of advisers under Swan Wealth Management Limited:
SJP Approved : tbc
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