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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 achieve with their finances, the sooner they can start taking proactive steps towards realising their ambitions.

Come the new year, Swallow Financial Planning will roll out various workshops across East Anglia. Whilst Josh is currently finalising a presentation that tackles cash flow forecasting throughout retirement, we are keen to understand if there are any other financial topics that you, your family or your acquaintances find yourselves regularly debating (or not!)?

We will gladly design a digestible presentation that tackles any common themes and organise a ‘coffee and cake’ roadshow that visits your local towns and villages. Please just respond to this email with your suggestions, and we will be in touch once we have settled upon a subject and organised the logistics.


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The latest news from Swallow Financial Planning and the financial industry