London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email:
A New Era

News updates from Swallow Financial Planning.

Sign up to our newsletter to receive the latest updates straight to your inbox.

Read More   Get In Touch

A New Era

As many of you know, Swallow has been undergoing significant change over the past few months. After parting ways with Ben, we thought long and hard about how to grow our ranks. Rather than replace Ben like for like, we decided to strengthen our foundations and are delighted to welcome Rachel Caldwell to the team.

Rachel is navigating her way through the CII’s Paraplanning course, and will be working closely with Jane, Sam and Sarah to support our clients, from the office, on a daily basis. This will give our advisers, Andrew and Josh, more time to meet with our clients and provide that all-important financial advice you require.

Part of our modernisation program involves the launch of our new website. It has been designed to be far more user-friendly and client-facing, and much less reliant on industry jargon. We have updated our profiles and pictures (including Rachel Caldwell) and are particularly proud of our videos (courtesy of Swallow Marketing Ltd). As ever there is more to do, and we hope to have a retirement planner calculator available soon. We will also be updating some of our notes. Have a look through the new website and please do let us know what you think.


The latest news from Swallow Financial Planning and the financial industry

NS&I Slash Interest Rates September 30, 2020

NS&I have announced a zero interest rate policy commencing November 24th 2020. Not only is this unprecedented but, in addition to a...

Budget Summary March 25, 2020

The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...

Commercial Property Funds March 20, 2020

Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry