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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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An Introduction To Asset Allocation

Categories: Financial Planning > Investment Planning

Asset Allocation provides greater than 80% of a portfolio Returns. This note explains the basics of how to use asset allocation to reduce risk and improve gains.


The latest news from Swallow Finacial Planning and the financial industry

A New Era August 23, 2019

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The Boris or Bust in Business July 26, 2019

This week has marked a shift in the political landscape. With Boris at the helm, Britain can expect a boisterous, vocal leadership...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry