S W Financial Management Limited

Independent Financial Adviser  33 Beckford Street, Glasgow, Lanarkshire, G74 1AR
First meeting at adviser's own cost
With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.1/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Thomas Marshall
Financial Advisor
What our clients say
What were the circumstances that caused you to look for a financial adviser? I was keen to get life insurance to protect my son and also after a spilt my partner needed to look and buying my house. How did Thomas Marshall help you? Thomas came to my house for visit took all my details and found the best deal for me for insurance, he then gave me advice on my mortgage and continues to do so, even during this pandemic! Have you seen the outcome you were hoping for? Yes, I now have good life insurance and still in the process of getting the mortgage sorted. What could they have done better? Nothing, hes been great :), always there when I call/text!
Danielle Weir, Glasgow
What were the circumstances that caused you to look for a financial adviser? Recommendation from a friend How did Thomas Marshall help you? Good advice for future investments, mortgages and personal insurance Have you seen the outcome you were hoping for? Most definitely, I’m glad our paths crossed What could they have done better? I’m sorry, can’t answer, I got what I needed and more
James Boyle, Renfrew
What were the circumstances that caused you to look for a financial adviser? Mortgage rate was ending. How did Thomas Marshall help you? Sourced a very good rate new mortgage Have you seen the outcome you were hoping for? Yes What could they have done better? Not at all, very knowledgeable and easy to deal with
John, Glasgow
What were the circumstances that caused you to look for a financial adviser? Recently stopped full time employment to care for my child How did Thomas Marshall help you? He was very helpful, insightful, knowledgeable and reassured me in relation to future investment and supported me to make decisions regarding my pensions Have you seen the outcome you were hoping for? Absolutely, peace of mind was everything to me and I certainly feel more secure in my future What could they have done better? Absolutely nothing. He has a very reassuring manner, explains the evening in a way you understand. I have full confidence in Thomas
Susan Fairley, Glasgow
What were the circumstances that caused you to look for a financial adviser? Buying a new home How did Thomas Marshall help you? Helped us to find a mortgage for our new home, dealt with the application process and advised and arranged Life Cover and Income Protection cover Have you seen the outcome you were hoping for? Yes
Alan Burns, Lenzie
What were the circumstances that caused you to look for a financial adviser? Life insurance, nothing more How did Thomas Marshall help you? Great advice and set up the plan Have you seen the outcome you were hoping for? Yes What could they have done better? He was first class
Peter McGuire, Bellshill
About us

At SW Financial Management we always strive to provide our clients with impeccable service and build strong foundations for a long-term client relationship. Understanding each and every clients' individual needs, objectives and aspirations is of prime important to us, and crucial in the creation of your bespoke solution. For private individuals this will include wealth management services such as investment management, tax, banking, trust and fiduciary services; and fund administration, custodian trustee, employee administration and special purpose vehicles solutions for our corporate clients. Being completely independent gives us and our clients the freedom to make the right decisions about their financial future and we pride ourselves in providing exceptional customer service and most importantly true and honest financial advice. You would find me in the office or working at home but in the small free time that I do manage to find, having recently had Twins, I spend it socialising with family and friends, listening to music, playing Golf and Occasionally Cycling.

Our services

Understanding each and every clients' individual needs, objectives and aspirations is important to us, and crucial in the creation of your bespoke solution. I enjoy assisting my clients with their Pensions, looking to take benefits in the most tax efficient way.

Where to find us
Head office address: 33 Beckford Street, Hamilton, South Lanarkshire, ML3 0BT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.31 mi
We are Independent Financial Advisers in East Kilbride specialising in pensions, including income drawdown, transfers, and final salary pension schemes
 
Independent Financial Adviser 1.15 mi
We will provide an initial review meeting either in your own home or in our office at our own expense.
 
Independent Financial Adviser 1.71 mi
My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
 
Restricted - whole of market 3.45 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.