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.
Retirement Planning
We met this couple in our Kensington office Mr Smith had been a highly successful landscape architect and Ms Jones had worked along side him as well as being his partner of 20 years.
The initial enquiry was to provide retirement options for Mr Smith’s significant pension fund. Whilst we were part of a "beauty parade" we were the only firm to insist on looking at the entire picture. At that stage we informed the couple that they had a much greater financial issue around their marital status rather than the much smaller issue of what to do with the pension plan.
Having explained the colossal risk they were running and resolved their legal status we were then instructed to review their entire affairs which we have now done including recommending and working with other professionals on new business structures, working and living abroad and estate planning (and yes we also rearranged the pension fund to better match their requirements).
- Independent Financial Advisor
- Chartered Financial Planners
- Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority