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Severn Financial

Severn Financial

5.0(28 reviews)See reviews ↓·Swansea

What customers say

Based on genuine customer reviews

Mortgage and pension support for customers in Swansea forms the common thread running through the accounts left by clients of Severn Financial. The adviser Paul Storer features regularly, with people describing how he guided them through first-time purchases, remortgages and more involved transactions that combined releasing equity with buying another property. Several customers highlight his availability, noting that questions were answered promptly and that updates continued right through to completion. Ed Price is named in connection with pension and employee benefit planning, where his patience and clear explanations of complex arrangements are praised.

A recurring point is the transparent discussion of costs, so that clients understood the charges involved before committing. The practice is also described as handling insurance cover tied to mortgages and as putting buyers in touch with solicitors. Reviewers frequently point to the calm, unhurried manner of the team and the confidence this gave them during what were often unfamiliar processes. The tone throughout is one of relief at having matters explained plainly and of work being completed without fuss. Much of the praise centres on mortgage advice for first homes and on retirement and pension planning.

Financial AdvisorInsurance brokerInvestment serviceMortgage broker

Reviews

Reviews are taken from publicly available sources.

GR
Gwyneth Roderick28 July 2026

Paul was efficient and kept me updated throughout. He clarified when I didn’t understand things and made buying my first property so much easier.

GL
Geoff Lee3 February 2026

Excellent service, responsive and provided stellar advice of mortgage options, insurance options, very positive experience for the conveyance progress I am going through. Would recommend their services wholeheartedly to anyone.

AD
Alun Davies15 December 2025

I have had the pleasure of knowing Ed Price for several years, and more recently I sought his expertise in pension planning for both myself and my wife. From our very first consultation, Ed demonstrated a rare combination of professionalism and genuine personal care. He took the time to explain complex matters with clarity, presenting options in a way that was both accessible and reassuring. Choosing to work with Ed and Severn Financial Services has been one of the most positive financial decisions we have made. Over the past months, his advice and guidance have been consistently thoughtful, balanced, and tailored to our needs. What stood out most was the absence of any pressure—Ed allowed us the space to make informed decisions at our own pace, ensuring we felt confident every step of the way. The quality of information we received was concise, transparent, and far superior to our previous experiences elsewhere. I have complete trust in Ed’s ability to represent our interests with integrity and without bias. His approach has given us peace of mind, knowing our pension planning is in safe hands. I would wholeheartedly recommend Ed Price and Severn Financial Services to colleagues, associates, and family members seeking reliable, professional, and client-focused pension advice.

ES
Elena Shutova11 December 2025

Whether you are looking for a simple mortgage or have a complicated transaction, Paul is your man. He sorted my complicated transaction that included simultaneous remortgage to release equity and the second mortgage to purchase a new property. While many brokers did not even know how to approach the situation, he tackled it with ease. Great result! And he was very helpful throughout the whole process until completion, even after his job was done. Highly recommend.

S
Sophie14 October 2025

Ed did an amazing job to get me and my partner sorted for our first home together. He went above and beyond to help us in those difficult situations, which can occur. We can not thank him enough for all of his efforts! Ed, thank you so much!! We will be returning for a renewal :)

NS
Nick Shaw10 October 2025

Paul Storer helped us with our remortgage, helped us to save on our monthly payments. It’s was stress free and he kept us updated throughout. Thank you Paul!

LH
Luke Hopkins1 September 2025

Paul Storer been great, explaining everything clearly and patient! Always on hand to answer any questions, and helpful throughout process.

Financial advisers in Swansea compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Swansea are compared.

RankProviderRatingReviewsOpen Sat.
1Sterling Welsh Independent Financial Advisers Ltd★ 5,030No
2Severn Financial (this page)★ 5,028No
3SIP Wealth Management★ 5,022No
4Sterling Rees Wealth Management Ltd★ 5,021No
5Cosgrove Brown Financial Planning Limited - Chartered Financial Planners★ 4,966No
Contact
+441792001337www.severn.financial10 Coed Celyn Rd, Sketty, Swansea SA2 8DS
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed