Plan today
For a better tomorrow
We provide intergenerational wealth management & financial planning services to families & business.
Sage advice
- Details
- Published on Monday, 13 February 2012
Perhaps the biggest difficultly we have with regard to investing significant sums on behalf of clients is the short term “noise” both in terms of gyrating current valuations and the confusion caused by pundits who it has to be said usually have some form of vested interest in their prognostications. Through all of this an 81 year old man continues to issue investment letters which make sense:
Dont Kill The Golden Goose
- Details
- Published on Wednesday, 21 March 2012
With Budget day here you may be interested in a recent article I did for the Kensington and Chelsea Today newspaper
UK Budget 2012 Full Reports
- Details
- Published on Tuesday, 27 March 2012
George Osborne has pontificated! we have a full budget round up
Important Changes To USS Pension
- Details
- Published on Monday, 06 February 2012
We do a lot of advisory work for high earners in the USS pension scheme. The USS have just updated their rules to try and assist those members who may breach the Annual Allowance or Lifetime Allowance tax limits.
Ask our clients
The administration system is a revelation!.
Group Pensions
We had acted for a business owner for several years during which time we had on several occasions argued successfully against the company’s group pensions advisers with regard to directors benefits.
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority