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 Financial Planning and the financial industry

Mistley Thorn Retirement Seminar November 11, 2019

Are you really sure that you, and your ‘nearest and dearest’, are making the right decisions for a happy financial future? One...

It’s Gold For Swallow October 14, 2019

Swallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society.  Whilst a voluntary code, there are...

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...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry