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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

St Patrick’s Day March 15, 2024

St. Patrick's Day and equity investing share parallels; luck perception, risk-taking, long-term focus, and diversification are key elements....

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry