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 .

Read More   Send Email

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

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

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!...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry