Financial Planning Update

Financial Planning remains at the heart of what we do at Swallow Financial Planning.

To update our clients we have produced a Financial Planning Update with many of the latest ideas in the field of later life planning.

From preserving your pension income with a decumulation strategy, safeguarding your estate with Will planning and providing for your welfare with Lasting Powers of Attorneys, this sound-bite presents an overview of the things Swallow Financial Planning strives to equip you for. By working together, we can time proof your financial plans.

The guide can be found on our website HERE. Should you like to discuss any of these topics in further detail, please do contact the office on our usual numbers.