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St Patrick’s Day

St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....

October Investment Update

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

Investment Bulletin July 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Spring Budget Notes

Our notes on the Spring Budget provide details on the latest changes to taxes and allowances....

Investment Bulletin Jan 2023

We have just completed our quarterly investment review. Within this note we will share our current views on the investment market....

The Chancellor’s Autumn Statement

After the government fiasco of the last 8 weeks, the latest Chancellor (who seems to have precious little track record for the job) has undertaken a budget which his opposition bench rivals would be proud of.

July 2022 Investment Bulletin

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

News

The latest news from Swallow Financial Planning and the financial industry

St Patrick’s Day March 15, 2024

St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry