A fresh approach to your finances

We are an independent financial planning firm, providing advice to clients throughout South Wales.

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About Vital Financial Planning

We are a young and experienced team of financial planners and mortgage advisers, bringing a fresh approach to your finances. Our focus is on you, meaning we take the time to really get to know you and your aspirations.

After all, our goal is simple: helping you achieve yours.

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We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.

Even better, we are the only Top Rated firm in Swansea and Newport.

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