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 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.