London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow-financial.co.uk
Andrew Swallow is Awarded Fellowship of the CISI

News updates from Swallow Financial Planning.

Sign up to our newsletter to receive the latest updates straight to your inbox.

Read More   Get In Touch

Andrew Swallow is Awarded Fellowship of the CISI

The Chartered Institute For Securities and Investment have this week awarded Andrew the title of Fellow, meaning he can now use the designation FCISI.

This is the latest recognition of Andrew’s extensive study and experience in the Financial arena.  Andrew is one of the highest qualified advisers in the country.  His qualifications include:

  • Chartered Financial Planner (The CII’s highest financial advice qualification)
  • Certified Financial Planner (The internationally recognised financial planning qualification)
  • Chartered Wealth Manager (the investment specialist chartered qualification)
  • Fellow of the Personal Finance Society (the highest level of qualification in the PFS)
  • Fellow of the Chartered Institute For Securities and Investment (the highest level of qualification in the CISI).
  • The Society Of Later Life Advisers designation (for passing the SOLLA interview and examinations).

This study ethos continues as our younger advisers follow in Andrew’s footsteps to work towards Chartered status.

We take advice seriously.  If you know of anyone who wants expert qualified  advice please do put them in touch.

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