Our Mission
Swallow Financial Planning is a trusted partner helping individuals and businesses navigate the complex financial landscape. With over 100 years of collective experience, we provide bespoke financial plans to achieve your financial goals and mitigate potential risks.
Who We Are
Our friendly and experienced team of Chartered Financial Planners and assistants are dedicated to providing personalized and accessible financial guidance. We leverage the latest industry knowledge and technology to ensure our clients receive comprehensive and timely advice.
Our Services
We offer a comprehensive range of services to address various financial concerns. These include:
Retirement Planning
- Personalized retirement planning and investment strategies
- Pension reviews and inheritance planning
- Longevity planning and calculating potential lifespan
Savings & Care
- Savings and investment planning tailored to your unique circumstances
- Wealth management and asset allocation
- Tax planning and optimization strategies
Tax & Business Planning
- Inheritance planning and estate management
- Business protection planning to mitigate financial risks
- Capital gains tax planning and inheritance strategies
Financial Wellness
- Financial review and analysis
- Cash flow planning and budgeting
- Debt management and consolidation
Our Approach
We take a holistic approach to financial planning, considering all aspects of your financial life. We work collaboratively with clients, actively seeking their input and understanding their individual goals.
Our process involves:
- Discovery and analysis: Understanding your financial situation and goals
- Plan development: Creating a customized plan with achievable milestones
- Implementation: Putting the plan into action
- Review and monitoring: Regularly reviewing and adjusting your plan as your life and finances evolve
Why Choose Swallow Financial Planning?
- Experience and expertise: Decades of experience in diverse financial situations
- Client-focused: Personalized attention and bespoke solutions
- Transparency: Fee-based structure for unbiased advice
- Accessibility: Convenient locations in London and Ipswich
- Dedicated team: Experienced financial planners and assistants working for you
Overview of Reviews
The reviews of Swallow Financial Planning are overwhelmingly positive, with all reviewers giving a 5-star rating. The reviews highlight the company's exceptional service, knowledgeable advisors, and personal approach.
Long-Term Relationship and Recommendation
One reviewer, Janet King, has had a 25-year relationship with Swallow Financial and unreservedly recommends them. This long-term relationship speaks to the company's ability to build trust and provide consistent service over time.
Personal and Friendly Approach
Ralph Carmel Abraham was impressed by the company's newsletters, which demonstrated a sensible approach to financial planning. He found the advisors to be personal, friendly, responsive, and responsible, making them highly recommended in his opinion.
Knowledgeable Advisors and Helpful Resources
Edward Read contacted Swallow Financial for information and received a comprehensive and complete service. He found the advisors to be knowledgeable and the website to be helpful, providing all the answers he needed.
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