London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial

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 Financial Planning and the financial industry

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...

Investment Bulletin July 2023 July 7, 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....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry