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Financial Planning Document Library

Below you will find a large collection of Swallow Financial's documentation.

The world of finance is often unfathomable. It is therefore paramount that the client is not only confident in their adviser’s planning, but they can also see the broader picture.

The following documents are designed as generic explanations of what can be highly complex issues. Do call or email our office if you need any further help.

Use the filters on the right to help find the information you are after.

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Our Approach To Investment Management

Categories: Investment Planning

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.



Life Assurance Types

Categories: Insurance

Life assurance is a protection insurance which pays out an agreed sum should the insured person die. The following notes describe briefly the most common types of life assurance plans now available


Care Costs In Later Life

Categories: Later Life

For most people, their big concern is whether or not they have sufficient assets to support them when they are at their most vulnerable. Generally, this will be when frailty, and/or sickness mean they need care or have to go into residential accommodation. These notes are designed to provide some background about the subject.


Releasing Cash From Your Home

Categories: Later Life > Mortgages And Loans

As a recommended adviser for the Society of Later Life Advisers (SOLLA) we are frequently asked to advise on home income/equity release plans. These notes are designed to provide some general background information to consider the options in this quite complicated area.



Salary Sacrifice Explained

Categories: Pensions

These notes are our current understanding of the rules that govern the use of salary sacrifice to enhance pension savings.


Self Administered Pension Plans

Categories: Financial Planning > Pensions

For many years the “must have” accoutrement for all business owners was the self administered pension plan. Swallow Financial Planning is authorised to advise on all aspects of pensions including self-administration and final salary scheme transfers.




What Did Merle Know?..

Categories: Financial Planning > Investment Planning

What did Merle Know? – Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.


Report Assumptions

Categories: Financial Planning > Investment Planning

There is a huge amount of analysis which goes into any letter or report we produce. Rather than include reams of explanation on each enclosure these notes try to explain the reasoning behind our calculations.


What is The Lifetime ISA?

Categories: Financial Planning > Investment Planning

The new LISA is becoming an attractive savings vehicle particularly for the better off however beware the pitfalls of early encashment.


News

The latest news from Swallow Financial Planning and the financial industry

Autumn Budget 2024 Summary November 1, 2024

Within this note we will highlight the Financial Planning areas which clients may need help in the coming months....

Autumn Budget Summary 2024 October 31, 2024

Budget highlights...

What Did Merle Know?.. July 31, 2024

What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.

Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry