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

Spring Budget Notes

Categories: Articles > Estate Planning > Financial Planning > Investment Planning > Newsletters > Pensions > Tax Planning

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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.

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News

The latest news from Swallow Financial Planning and the financial industry

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

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...

Investment Bulletin July 2023 July 7, 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....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry