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.

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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 Financial Planning and the financial industry

July 2022 Investment Bulletin July 6, 2022

Economic Outlook The economic outlook is as bleak as we have seen it since 2007.   These are the worst returns provided by...

The Chancellors Spring Statement March 24, 2022

Chancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....

March 2022 Investment Update March 8, 2022

It is unusual for us to put out an update on investments so soon after our December issue.  We like to think...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry