Andrew Swallow

Email Andrew
Tel: 01473 384858 or 020 7182 4474

Andrew Swallow’s Work
Andrew Swallow’s main function is to advise clients.

Financial Background
Andrew Swallow is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over thirty years, and has spent twenty five of these as an independent financial adviser. He was one of the first financial advisers to become Chartered and is currently one of only a few Certified and Chartered financial planners who are also members of the Society of Later Life Advisers (SOLLA).

Personal Background
Andrew is married to Sarah and between them they have six children. Outside work, Andrew enjoys walks with his Labradors, cycling and motor biking where he is an active member of the Suffolk SERV charity, regular trips to the gym and the occasional clay and game shoot. He is a keen cricket and rugby watcher and remains addicted to Radio 4.

Andrew Swallow is a Chartered Financial Planner having attained the Level 6 Advanced Diploma in Financial Planning qualification as well as the Certified Financial Planner (CFP) qualification. Andrew is a Fellow of the Personal Finance Society (FPFS). His examinations include the G60 pension specialist examination with both the A-Day supplement and the RO8 update for the new pension regime. Andrew has also passed the Pensions Management Institute’s Trustees Certificate.

Throughout his career, Andrew Swallow has been identified as one of the UK’s leading fee based advisers by both the Financial Times and the Daily Mail. This is most notable with his recent appearance on the BBC News, where he was invited to speak as an expert adviser on Later Life Care. In addition to this, Andrew has also won Money Management’s contest for financial planning, as well as been denoted by the University Superannuation Scheme to advise its members. Often sought for his opinion on the finance industry, Andrew is not only a regular contributor to articles for national newspapers and trade publication, but he is also called upon for expert witness work in financial planning matters.

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