London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
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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Document Library

Tax Tables 2022-2023

Categories: Financial Planning > Later Life > Tax Planning

Swallow Financial Planning information page with details containing the UK Government Tax Tables for the tax year 2022-2023


Benefit Tables 2022-2023

Categories: Later Life > Pensions > Tax Planning

Swallow Financial Planning information page with details containing the UK Government Benefit Tables for the tax year 2022-2023


Spring Statement Update March 2022

Categories: Tax Planning

The Office for Budget Responsibility (OBR) warned in its economic and fiscal outlook, households are still on course for “the biggest fall in living standards in any single financial year since ONS records began in 1956/57.”





Autumn Budget Statement 2021

Categories: Newsletters

What does the Autumn Budget 2021 mean for you? In our comprehensive guide to the Autumn Budget and Spending Review 2021, we reveal the key announcements. If you have any questions or would like to discuss your situation – please contact us.


Client Agreement

Categories: Estate Planning > Financial Planning > Housekeeping > Insurance > Investment Planning > Later Life > Mortgages And Loans > Pensions > Tax Planning

Our client agreement sets out the areas of advice we provide and an indication of our charging options.


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.


Investment Policy Statement

Categories: Investment Planning > Pensions

Whilst our investment style is bespoke to each client, we have over recent years begun to create a standardised approach to our Asset Allocation Process.


A Background To Our Fund Choices

Categories: Financial Planning > Investment Planning > Pensions

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

Categories: Financial Planning > Investment Planning > Pensions

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.



An Introduction To Asset Allocation

Categories: Financial Planning > Investment Planning > Pensions

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 asset allocation works and why it is so important to the future success of your investment performance.



News

The latest news from Swallow Financial Planning and the financial industry

The Chancellors Spring Statement March 24, 2022

Chancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....

March 2022 Investment Update March 8, 2022

It is unusual for us to put out an update on investments so soon after our December issue.  We like to think...

NS&I Slash Interest Rates September 30, 2020

NS&I have announced a zero interest rate policy commencing November 24th 2020. Not only is this unprecedented but, in addition to a...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry