London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email:

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.


The latest news from Swallow Financial Planning and the financial industry

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Financial Update April 2024 April 19, 2024

Financial update April 2024

Financial update April 2024 The tax year is at last at an end, and we can start to review an exciting election year!...

Opportunities and other budget ideas April 15, 2024

This spring budget raised a few eyebrows and more than a little fed into the Pet Shop Boys lyrics ‘Oh there’s a lot of opportunities if you know when...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry