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

Read More   Get In Touch

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 Financial Planning and the financial industry

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 Planning Contact Update – COVID-19 March 17, 2020

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