Our history

Swallow Financial Planning was founded over 20 years ago.

The firm was founded 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, but it has held us in good stead as discerning client's recognise the true value of genuinely independent financial advice.

Our fee based approach means that the advice we provide is as it should be, free from any product or commission bias.  It also means that we are never reluctant to recommend solutions that do not involve the payment of any commission at all.

Swallow Financial Planning is a firm of Chartered Financial Planners, one of only a very few firms to have reached this level of recognition.

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

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