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

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Financial Update April 2024 April 19, 2024

Financial update April 2024

Financial update April 2024 The tax year is at last at an end, and we can start to review an exciting election year!...

Opportunities and other budget ideas April 15, 2024

This spring budget raised a few eyebrows and more than a little fed into the Pet Shop Boys lyrics ‘Oh there’s a lot of opportunities if you know when...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry