July 2022 Investment Bulletin

Economic Outlook The economic outlook is as bleak as we have seen it since 2007.   These are the worst returns provided by...

Investment Bulletin July 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....

Getting A State Pension Forecast

it is essential to establish your projected state pension benefits to decide whether you need to make further National Insurance contributions to ensure you gain maximum benefit from the new single tier structure.

Pension Transfer Gold Standard

Swallow Financial Planning are one of only a handful of Chartered Financial Planners to have adopted the Pension Transfer Gold Standard. These notes explain what this means to our clients.