Sword Wealth Management Ltd

Independent Financial Adviser  8 Serotine Crescent, Trowbridge, County (optional), BA14 7XE
First meeting at adviser's own cost
After many years working in the industry I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
We can advise you on
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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OEICs
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group ISA
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Group Pension/Stakeholder
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Luke Sword
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Accreditations
Certified Financial Planner
What our clients say
"Luke has been my financial advisor now for a couple of years and has excelled in all aspects including setting up finance for me for a recent acquisition. His communication is fantastic which is always important to me. However has not been my advisor recently as I withdrew the monies for buy to let and no longer in the funds that Luke did run.Brian Megson
Brian, Midsomer Norton
We were seeking a better mortgage deal, having had our Santander repayment mortgage for 10 years with a not so good standard variable rate. As we had a good repayment history (even though we'd had an unfortunate change in circumstances) but considered that we had limited options. Luke was able to reassure us that we were likely to still have the option to remain with Santander but with a new mortgage product. Luke provided us their mortgage product options and his recommendation (having clearly listened carefully to our objectives) and we choose a 5 year fixed rate mortgage which will save us about 145 per month (1,740 annually) from April 2020. I am very grateful we now have this in place especially with the huge changes brought about by the current pandemic health crisis. Luke even assisted us when I had a technical problem accepting the offer online from Santander, getting in touch with them on behalf of me to help sort out our acceptance with them before the offer window expired.
Mr A Reeks, Nr Clevedon
About us

Offering remote advice or face to face

Our services

Retirement planning and investment specialist.

Where to find us
Head office address: 8 Serotine Crescent, Trowbridge, BA14 7XE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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