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Best Price Financial Advice

About Us

We're a team of Independent Financial Advisers based in Margam, South Wales. We pride ourselves in our disciplined yet thoughtful approach to all aspects of wealth management.

Our goal is to provide you with honest, measured, and independent financial advice, tailored to you and your own financial situation and requirements. Areas of advice that we focus on include:

  • Investment Portfolio Management (onshore & offshore, including ISAs)
  • Pension and Retirement Solutions
  • Insurance and Protection
  • Tax and Estate Planning
  • Financial Property Management
  • Business and Asset Protection

Why choose us

In over 20 years of managing our clients' wealth, no complaints have been made against our advice, which is testament to the quality and superior level of service we provide. We have satisfied clients of all ages and from all walks of life because of one simple thing - we put you at heart of every decision we make.

Just take a look at our testimonials and see for yourself.

Richard Harry has been my financial adviser for over ten years. He has been a most excellent adviser, restoring, invigorating and maintaining my finances for all these years. I trust him implicitly and, as equally important to me, enjoy him as a personal friend as well. I commend him wholeheartedly to anyone who considers trustworthiness, sagacity, and carefully thought-out advice (through friendly discussion before decisions are taken) as prime qualities for a financial adviser.

Rowland Potter, C.B.E. , (Retired Assistant Under-Secretary of State)

Who we are

At Best Price Advice we aim to provide the very best independent advice to clients in South Wales. We offer a thoughtful service based on the premise of honesty, flexibility and in-depth analysis. With these qualities in mind, we can help you reach your financial objectives.

Completely independent in our advice, our recommendations will always be informed and impartial, with no hidden agendas. When it comes to financial products, we have access to the whole of the market, so you can be sure that what we provide will be the best for you.

There's more than meets the eye at Best Price Advice. Behind the scenes, our team of financial professionals work diligently to meet our clients' objectives, providing a professional service with a personal touch.