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Budget Summary

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

Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Tax Year End Checklist

February and March are a Chartered Financial Planner’s equivalent to the Chartered Accountant’s January. Whilst accountants must get past data into the...

A New Year’s Donation

We hope you all had a wonderful Christmas and have now managed to rid your fridges of the seemingly never-ending leftovers!  Whilst...

Mistley Thorn Retirement Seminar

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

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

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

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