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Chartered Financial Advisers

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.


The latest news from Swallow Financial Planning and the financial industry

Tax Year End Checklist February 18, 2020

February and March are a Chartered Financial Planner’s equivalent to the Chartered Accountant’s January. Whilst accountants must get past data into the...

Tax Efficient Long Term Cash Investments February 12, 2020

Not many people are aware of a couple of government schemes aimed at helping enterprise and the local community. 1. Social Investment...

A New Year’s Donation January 14, 2020

We hope you all had a wonderful Christmas and have now managed to rid your fridges of the seemingly never-ending leftovers!  Whilst...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry