Recent changes to the rules for pensions have radically changed the approach of advisers with regard to pension savings. The following notes are designed to give our current views of the options available to you.
Income protection insurance (IPI) or permanent health insurance (PHI) is an insurance that virtually everyone who works needs, but very few people have.
A Basic Trust explanation from The Society Of Trusts and Estate Practitioners.
The latest news from Swallow Financial Planning and the financial industry
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
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...
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....
The latest news from Swallow Financial Planning and the financial industry
