Newton Private Clients

Published on Monday, 28 November 2011

Newton Private Clients have announced that they will no longer be able to deal with discretionary portfolios of less than £500,000.   Swallow Financial Planning are pleased to offer Newton clients an alternative service.

We can fully understand Newton's decision to cease offering a discretionary service to smaller clients.  The costs of providing discretionary fund management continue to escalate due to UK and EU legislative burdens as well as the changes coming to the UK financial services industry at the end of 2012.

Swallow Financial Planning LLP offer a bespoke managed alternative for investments funds of £200,000 of more which we believe will produce excellent results for clients whilst at the same time as a much smaller concern we have understandably lower  costs and hence can both save investors money and provide better returns and service..

If you have a Newton portfolio and would like to know more about our service (and to perhaps arrange for a free no obligation meeting to discuss your affairs) please contact Michael Lethbridge or Andrew Swallow on 020 7182 4474 or email us and we shall come back to you.

 

 

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

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