SIP Wealth Management IconSIP Wealth Management

11, Axis Court Mallard Way, Swansea

5.0 22 reviews

  • Avatar Steve Williams ★★★★★ a year ago
    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, … More 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.
  • Avatar Brian Borland ★★★★★ a year ago
    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 … More 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.
  • Avatar Martin Curtis ★★★★★ a year ago
    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
    … More 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.
  • Avatar Jeremy Beynon ★★★★★ a year ago
    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 … More 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!!
  • Avatar Jake Archer ★★★★★ 2 years ago
    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 … More time.
  • Avatar Darryl Evans ★★★★★ a year ago
    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.
  • Avatar Andrew Lawrence ★★★★★ 2 years ago
    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
  • Avatar Fergus H ★★★★★ 2 years ago
    I've known Jon for nearly thirty years - he has helped me fulfil many key financial goals , and is always such a friendly , cheerful and positive person - and he has always made the time to discuss everything in a patient and understanding … More manner. These are exceptionally rare traits
    Backed by a wonderful team , I couldn't be any happier with SIP
  • Avatar Krishan Patel ★★★★★ 2 years ago
    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.
  • Avatar Terence carless ★★★★★ 2 years ago
    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
  • Avatar Mark Bowen ★★★★★ 2 years ago
    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 … More with the results.
  • Avatar Andy Shercliff ★★★★★ 2 years ago
    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.
  • Avatar Grace Bernard ★★★★★ 2 years ago
    I received high quality and well explained advice from SIP Wealth Management. The staff were extremely helpful and I would certainly recommend this practice.
  • Avatar Stuart Puntan ★★★★★ 2 years ago
    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 … More 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.
  • Avatar Edo Velthuis ★★★★★ 2 years ago
    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.
  • Avatar Evie Bain ★★★★★ 2 years ago
    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.
  • Avatar James Lewis-Hyndman ★★★★★ 2 years ago
    I would highly recommend SIP Wealth Management. The staff were extremely helpful and I got exactly the advice that I was looking for.
  • Avatar Cam Watkins ★★★★★ 2 years ago
    Very efficient and profitable service. Advice was clear cut and extremely helpful.
  • Avatar C Lavender ★★★★★ 2 years ago
    Really good quality advice, the staff were very professional & quick to respond to any queries I had.
  • Avatar David Tobin ★★★★ 3 years ago
  • Avatar JOD 12 ★★★★★ 3 years ago
     Professionalism, Quality, Responsiveness
  • Avatar Tobias Shapton ★★★★★ 2 years ago
     Professionalism, Quality, Responsiveness