The largest financial management companies in Swansea

Ranked by shareholders' funds, from 44 active companies in the SA postcode area.

"Largest" here means shareholders' funds — what the most recent balance sheet says the company is worth. It is the only measure of size filed by enough companies to rank on.

Companies that have never filed accounts cannot appear, however big they are. Figures are as filed at Companies House and can be a year or more old.

Financial management in Swansea top 20

1. CAMAN INVESTMENTS

£2,116,998 10518892 since 2016
2. MILLENNIUM CAPITAL VENTURES LTD

£944,624 06801298 since 2009
3. W P S WEALTH LIMITED

£668,070 08022341 since 2012
4. CJFS HOLDINGS LIMITED

£526,882 11999719 since 2019
5. BRV CYF

£319,899 13201417 since 2021
6. LLEWELYN DAVIES BUSINESS CONSULTANTS LIMITED

£130,088 08401059 since 2013
8. HAFREN MANAGEMENT SERVICES LIMITED

£73,429 03034816 since 1995
9. DAVIES & PREEDY FINANCIAL PLANNING LTD

£59,643 12970334 since 2020
10. ELITE WEALTH MANAGEMENT SOLUTIONS LTD

£56,007 08763223 since 2013
11. FORRESTER LOWE LTD

£40,598 12771041 since 2020
12. ENCOURAGING EXCELLENCE CONSULTANCY LTD

£38,795 11551163 since 2018
13. GORSAFLE LTD

£26,152 10537878 since 2016
14. PEMBROKESHIRE WEALTH MANAGEMENT LIMITED

£18,033 10195817 since 2016
15. ANTELOPE FINANCIAL LIMITED

£16,736 12801440 since 2020
16. SHINWARRIOR LIMITED

£15,435 10831461 since 2017
17. AD FINANCIAL CONSULTANCY LTD

£13,479 15853127 since 2024
18. HTY CONSULTANCY LTD

£9,973 15577973 since 2024
19. DTP FINANCIAL SERVICES LTD

£8,476 11802367 since 2019
20. ACCOUNTS CONSULTING LTD

£6,031 13009673 since 2020
21. WCU GROUP LTD

£5,242 13298544 since 2021