These are some examples of clients we have helped and who's affairs we are currently managing, We have changed names and some facts to protect client confidentiality.
Financial Coaching
Financial Coaching is still very new in the UK. Andrew Swallow has undertaken financial coaching courses and is happy to provide bespoke financial coaching and mediation services to clients. This process isn’t cheap, but for those clients who need help with their financial needs and goals it can be invaluable.
Mr & Mrs Smith approached us to provide financial coaching advice. Specifically they had excellent incomes and some savings and pensions but they didn’t know what they wanted to achieve in their lives. Using goal setting techniques we helped them agree a plan for their future lives which entailed agreeing personal, material and economic objectives and then agreeing the timescale for each of their requirements.
We then matched their current resources to the goals and agreed which goals were “must have”, which were achievable, which objectives needed to be modified to ensure the must have objectives were certain.
Like all good coaches we have regular review meetings with Mr and Mrs Smith, assess their progress on their route map and adjust their course to suit changing circumstances.
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority