Fund Facts
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.
Fund Facts
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 Swallow Financial team spends a great deal of time preparing digestible online notes, uploading the latest fund fact sheets and refreshing our own understanding of complex ideas, legislation and tax so that our clients can understand the complete picture of the environment in which our bespoke advice is given.
Talk to a financial planner
Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have.
You might be a high-paid individual looking to plan your financial future, or perhaps you’re already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money.
News
The latest news from Swallow Financial Planning and the financial industry
Budget Summary
March 25, 2020
The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...
Commercial Property Funds
March 20, 2020
Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...
Swallow Financial Planning Contact Update – COVID-19
March 17, 2020
The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry