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.
Intergenerational Financial Planning
Whilst a financial adviser needs to be competent in both investment and product terms, what stands us apart from others is the fact that we are qualified financial planners.
We have several family estates for whom we have acted for many years. We handle several generations of the family mitigating capital gains and inheritance tax as the wealth of the older generation is gradually passed down to the children and grandchildren whilst at the same time ensuring the elderly are secure in their later years. For the younger generation we can provide advice they couldn't afford funded by their older relatives.
Where appropriate we use other specialists and act as a catalyst between the family, and their other advisers.
Our hourly fee based approach means that for the larger investment or estate plans we are much cheaper as well as well and being better than our competitors!
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority