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
The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...
Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...
The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry