4th Floor, 33 Cavendish Sq., London, W1G 0PW 0203 755 3235 contact@swallow.financial

Bridging The Gap To Your Financial Future

Swallow Chartered Financial Planners - Planning Your Financial Future

Financial Advice London / Financial Advice Ipswich

We provide a range of financial advice and financial planning services to our clients.

Passive Investments

passive

Passive management or passive investing is an investing strategy that tracks a market weighted index or portfolio. We combine this... Read More

Holistic Planning

HolisticTaxPlanning

The difference between a financial planner and an accountant is that the latter reviews the past. The former, however, considers... Read More

Loan Planning

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Borrowing is not always a sign of financial hardship, it can also represent a gearing of opportunity. Finding an extra... Read More

In Brief

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What Is A Chartered Financial Planner? A Chartered Financial Planner holds the equivalent qualification standard to that of a Chartered... Read More

Investment Planning

Consumer-Products-Consulting

The majority of people rarely plan their finances to work together. Investment planning therefore matches your financial goals and objectives... Read More

Business Planning

Financial-Business-Planning

In today’s world you can either inherit or generate your wealth. The latter can, of course, include a successful corporate... Read More

Retirement Planning

Retirement-Planning

Although the decision to retire is often made at the end of a long and successful career, the preparation supporting... Read More

Tax Planning

TaxPlanning

A high percentage of our time is spent in planning ahead to avoid unnecessary tax for our clients. We expect... Read More

Insurance Planning

InsurancePlanning

All financial planners should not forget the roots of the insurance industry which is the protection of loved ones against... Read More

Call a Financial Adviser Today

Talk To A Financial Planner

To kick-off your journey towards a more secure financial future, book your initial consultation with one of our financial planners today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.

Make An Appointment or Call 020 3755 3235

More About Swallow Financial

Our Financial Advisers help clients make a better future for themselves and their family.

Financial Advice Team

Financial Advice Team

Our chartered financial advisers and planners, with offices in London & Ipswich, will work with you to help with any financial planning issues you may have whether you run a business, are a high paid individual, or are retired.
Financial Case Studies

Financial Case Studies

Swallow Financial Planning have been helping clients achieve their objectives for over 20 years. A chartered financial planner provides bespoke financial advice and guidance tailored to your individual circumstances and requirements.

Financial Library

Financial Library

Swallow Financial Planning has an unrivalled library containing up-to-date information on a wide variety of current financial topics. Click the image above to access the library for more information.

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How can we help?

Swallow Financial Planning was founded over 20 years ago.

The firm was established on the belief that the only way we could be truly independent, was to work on a time based fee basis, in the same way as accountants and solicitors. This approach was very unusual when we started out (and remains so today), but it has held us in good stead as discerning client’s recognise the true value of genuinely independent financial advice.

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