London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Andrew Swallow

In addition to acting as managing partner, Andrew works with a complete cross section of clients albeit that most of his new and existing clients are planning for or are managing their retirement.

Andrew has provided independent financial advice for over 30 years and is one of the highest qualified financial advisers in the country.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

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Meet Andrew

Qualifications

Andrew holds the internationally recognised financial planning qualification of a Certified Financial Planner being a Fellow of the UK body which is the Chartered Institute for Securities and Investments. Andrew is a fellow of the Personal Financial Society and also has the Chartered Financial Planner status. Andrew has obtained the specialist Chartered Wealth Manager investment qualification reserved for investment advisers and fund managers. Finally, Andrew maintains his Society of Later Life Advisers accreditation which he holds after specialist training in the needs of those in later life.

Personal Background

Outside work, Andrew enjoys his family, time with friends, walks with his Labradors, cycling and motor biking and the occasional clay and game shoot.

News

The latest news from Swallow Financial Planning and the financial industry

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...

Investment Bulletin July 2023 July 7, 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry