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.
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.
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.
The latest news from Swallow Financial Planning and the financial industry
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!...
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...
St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....
The latest news from Swallow Financial Planning and the financial industry
