London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow-financial.co.uk
About Swallow Financial Planners

Swallow Financial Planning has experience and customer service at its core.

We work closely with clients like you to get the most from your finances, from investments and savings to tax, business and inheritance planning.

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About Swallow Financial

We’re a Chartered firm of financial planners in Ipswich, one of only a few to reach this level of recognition. Established for well over 20 years, we added Swallow Financial Investment Management Ltd in 2012 to specialise in the purchase and maintenance of collective investments.

Proud of our independent advice, we operate on a time-based fee structure. This is how accountants and solicitors work, but it’s rare for financial advisers. However, we like it because it means you know we’re recommending products based on their suitability, not on how much commission we’ll make.

With offices in Ipswich and London, you can trust our team of professional and personable chartered financial advisers to offer the best advice and 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.

News

The latest news from Swallow Finacial Planning and the financial industry

It’s Not All About Brexit August 30, 2019

It seems more than likely that we will have an election in the not too distant future. Whilst any snap election could...

Legal & General Offload Their Insurance Portfolio August 27, 2019

Legal & General have agreed terms with ReAssure for the transfer of their traditional insurance-based savings, pensions, life and with profits business...

A New Era August 23, 2019

As many of you know, Swallow has been undergoing significant change over the past few months. After parting ways with Ben, we thought...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry