Bridging The Gap To Your Financial Future

Swallow Chartered Financial Planners - Planning Your Financial Future

Financial Advice from London and Ipswich

We provide a range of financial advice and financial planning services to our clients.

Passive Investments

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Passive management or passive investing is an investing strategy that tracks a market weighted index or portfolio. We combine this... Read More

Holistic Planning

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The difference between a financial planner and an accountant is that the latter reviews the past. The former, however, considers... Read More

Loan Planning

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Borrowing is not always a sign of financial hardship, it can also represent a gearing of opportunity. Finding an extra... Read More

In Brief

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What Is A Chartered Financial Planner? A Chartered Financial Planner holds the equivalent qualification standard to that of a Chartered... Read More

Investment Planning

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The majority of people rarely plan their finances to work together. Investment planning therefore matches your financial goals and objectives... Read More

Business Planning

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In today’s world you can either inherit or generate your wealth. The latter can, of course, include a successful corporate... Read More

Retirement Planning

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Although the decision to retire is often made at the end of a long and successful career, the preparation supporting... Read More

Tax Planning

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A high percentage of our time is spent in planning ahead to avoid unnecessary tax for our clients. We expect... Read More

Insurance Planning

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All financial planners should not forget the roots of the insurance industry which is the protection of loved ones against... Read More

Call a Financial Adviser Today

Talk To A Financial Planner

To kick-off your journey towards a more secure financial future, book your initial consultation with one of our financial planners today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.

Swallow Financial Planning was founded over 20 years ago.

The firm was established on the belief that the only way we could be truly independent, was to work on a time based fee basis, in the same way as accountants and solicitors. This approach was very unusual when we started out (and remains so today), but it has held us in good stead as discerning client’s recognise the true value of genuinely independent financial advice.

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