We provide a range of financial advice and financial planning services for our clients. We work closely with clients like you to get the most from your finances. Take a look at some of our core services.
Talk to a financial planner
Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have.
You might be a high-paid individual looking to plan your financial future, or perhaps you’re already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money.
About us
Swallow Financial Planning has over 100 years experience.
Begin your journey to a more secure and prosperous financial future. Our friendly and experienced team has access to all the latest tools and knowledge. We’ll use them to understand your current situation and goals - and put in place a bespoke strategy to help you achieve them.
News
The latest news from Swallow Financial Planning and the financial industry
This spring budget raised a few eyebrows and more than a little fed into the Pet Shop Boys lyrics ‘Oh there’s a lot of opportunities if you know when...
St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry