London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Chartered Independent 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.

News

The latest news from Swallow Financial Planning and the financial industry

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Financial Update April 2024 April 19, 2024

Financial update April 2024

Financial update April 2024 The tax year is at last at an end, and we can start to review an exciting election year!...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry