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

Mariana works in the administration team who deal with the management of our clients affairs. This includes researching investments, interrogating investment companies about client plans and investments, updating valuations and maintaining our client database.

Mariana has worked within Business Administration since leaving college in 2019 having recently been Centre manager at a local Business hub. She Joined us in 2022 to start her career in Financial Services.

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

Read More   Send Email

Qualifications

Mariana hopes to commence her studies towards paraplanner qualifications in the next few months.

Personal Background

Outside of work, Mariana enjoys spending time with family and friends as she is very close to those around her. In her spare time, Mariana loves to paint, read and walk her dog Milo

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