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.

Retirement

Savings

Care

Tax Planning

Business

Protection

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.

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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.