London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow-financial.co.uk
Breaking the Taboo

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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.

News

The latest news from Swallow Finacial Planning and the financial industry

It’s Not All About Brexit August 30, 2019

It seems more than likely that we will have an election in the not too distant future. Whilst any snap election could...

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Legal & General have agreed terms with ReAssure for the transfer of their traditional insurance-based savings, pensions, life and with profits business...

A New Era August 23, 2019

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

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry