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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...

A New Era

As many of you know, Swallow has been undergoing significant change over the past few months. After parting ways with Ben, we thought...

Breaking the Taboo

The conversation of ‘money’ often suffers from taboo. Typically, the sooner one lifts the lid and begins discussing what they hope to...

The Boris or Bust in Business

This week has marked a shift in the political landscape. With Boris at the helm, Britain can expect a boisterous, vocal leadership...

News

The latest news from Swallow Financial Planning and the financial industry

Tax Year End Checklist February 18, 2020

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

Tax Efficient Long Term Cash Investments February 12, 2020

Not many people are aware of a couple of government schemes aimed at helping enterprise and the local community. 1. Social Investment...

A New Year’s Donation January 14, 2020

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

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry