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
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