Swallow Financial Planning help clients to make a better future for their family
What we do
We specialise in the more complex “family Office” financial planning field. Most of our clients have been business owners and / or successful professionals who have accrued a range of assets and investments and who require a “team leader” to help them manage their affairs.
We provide what is known as holistic financial planning. This is where we look at all aspects of a client's financial affairs to provide a coherent lifelong plan to make it much more likely to meet their financial objectives.
Our particular core skills enable us to act as a catalyst between the client and their other advisers to maximize the client’s position including tax planning, reviewing pension options, investment management and estate planning.
We will seek out the best solutions for clients and then make sure we review same and come up with new ideas as and when appropriate.
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority