Our Approach To Investment Management

It is important to understand how your adviser approaches the purchase and management of your investment funds. These notes are designed to explain briefly the Swallow Financial Planning methodology.

A Background To Our Fund Choices

Over many years, we have invested in every type of collective investment available. We have used managed funds, multi-managed funds and passive funds. This note explains our current thinking when we choose the funds for our clients to invest in.

Investment Cycles, Asset Allocation & Factor Based Investing

The correct asset allocation of a client’s investment portfolio is the bedrock of the Swallow Financial Planning investment process. This note is designed to explain how we use investment cycles and factor based principles to enhance the investment process.

Investing Smaller Portfolios

Whilst our target market is funds in excess of £250,000, over the years we have accepted many requests to manage smaller sums