020 7182 4474 or 01473 384858
Our chartered financial planners will work with you to help any financial planning issues you may have whether you run a business, are a high paid individual, or are retired. A financial planner will help plan your finances and answer questions like: How do I meet my obligations to myself and my partner whilst at the same time supporting my dependants or How can I legally keep the amount of tax I pay to a minimum?
Swallow Financial Planning have been helping clients achieve their objectives for over 20 years. A charterd financial planner provides bespoke financial advice and guidance tailored to your individual circumstances and requirements.
The financial planner services we provide will depend upon your needs. Should we not have the specific tax, legal or actuarial advice you require in-house, we have access to different professionals in these specialist fields. The following are the most common finacial planner areas of advice however, please call us if you need further information on 020 7182 4474.
It's the first time anyone has been able to explain to me what investments and plans I have and what I should do with them.
Swallow Financial Planning Limited Liability Partnership is a chartered financial planning practice, the firm is authorised
and regulated by the Financial Services Authority. Registered in England, No. 0C303870.
Swallow Financial Investment Management Ltd is an appointed representative of Swallow Financial Planning LLP. The firm is registered in England, No. 031580.