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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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News

The latest news from Swallow Financial Planning and the financial industry

July 2022 Investment Bulletin July 6, 2022

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

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...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry