Author Archives for admin

Active Asset And Factor Choices For January/February 2017

January 25, 2017 4:32 pm Published by admin Leave your thoughts

Investment Update Active Asset And Factor Choices For January/February 2017 As you are well aware, 2016 was a year of significant political...

December 17, 2016 11:50 am Published by admin Leave your thoughts

Every year, 9 well-renowned UK charities join forces with the legal profession for Will Aid Month. Will Aid month is an opportunity...

November 2, 2016 11:51 am Published by admin Leave your thoughts

As I spend my time nagging all my clients to undertake LPAs I decided to sort one out for Sarah and myself....

October 26, 2016 11:55 am Published by admin Leave your thoughts

Financial Planning remains at the heart of what we do at Swallow Financial Planning. To update our clients we have produced a...

October 5, 2016 12:07 pm Published by admin Leave your thoughts

Whilst the law may not have caught up yet, pretty much everyone has a digital estate. There was an interesting case recently...

October 4, 2016 11:30 am Published by admin Leave your thoughts

It has been a few weeks since we last updated clients with regard to the investment and economic position post Brexit. Andrew...

September 5, 2016 1:55 pm Published by admin Leave your thoughts

We have recently started to use the Deutsche Bank FTSE 100 equal weighted passive index fund as a means to diversify...

August 8, 2016 3:33 pm Published by admin Leave your thoughts

At Swallow Financial Planning, we are very careful to explain at length what clients can and cannot expect from a long term...

July 6, 2016 3:15 pm Published by admin Leave your thoughts

It has been a couple of weeks since our last email on the valuation implications of the BREXIT vote. The euphoria of...

June 24, 2016 3:58 pm Published by admin Leave your thoughts

I have been hard at work this morning reviewing around 20 of the leading fund manager’s comments on the BREXIT vote. The...