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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.

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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.

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

Mistley Thorn Retirement Seminar November 11, 2019

Are you really sure that you, and your ‘nearest and dearest’, are making the right decisions for a happy financial future? One...

It’s Gold For Swallow October 14, 2019

Swallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society.  Whilst a voluntary code, there are...

It’s Not All About Brexit August 30, 2019

It seems more than likely that we will have an election in the not too distant future. Whilst any snap election could...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry