Swallow Financial Planning LLP

Independent Financial Adviser Swallow Financial Planning, 4th Floor, 33 Cavendish Square, Greater London, London, W1G 0PW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
Our financial planning service is focussed on helping you understand and plan for your financial future.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrew Swallow FCSI FPFS
Director
Accreditations
Retirement advice standard Later Life Accredited Adviser Chartered Financial Planner Certified Financial Planner Care advice standard
Joshua Lamb BSc (Hons) DipPFS Cert CII (MP) ACSI
Financial Planner
What our clients say
Not only did Josh give me excellent advice on securing my long-term financial aims, explaining the various options and available and their possible outcomes, but he also patiently took into account my lack of experience in investing and really considered what I wanted to achieve, without ever rushing me into making decisions. I was also extremely impressed by the way that he always answered all of my questions clearly and handled our dealings in a friendly, but professional way. All in all, I feel much more confident about my future financial situation thanks to Josh's help.
Paul B, London
The advice he gave made sense. He talked in language I understood. I felt I had found someone I could trust.
Susan R, Mersea
Initially, Josh spent a lot of time to ensure that he completely understood my financial situation, which I appreciated He then prepared a very comprehensive report, carefully analysing my situation and clearly setting out the process for withdrawing funds from my pension. He then went on to advise me how to use the proceeds in the most tax and financially-efficient way, including carry-forward of pension contributions, which was exactly what I wanted to know.
David P, London
Where to find us

Swallow Financial Planning, 4th Floor, 33 Cavendish Square, Greater London, London, W1G 0PW

Make an enquiry
About us

Swallow Financial Planning is a firm of Chartered Financial Planners. This level of recognition is awarded to firms that have a proven record in providing high levels of service to their clients and whose staff have attained professional qualifications.

With offices in Ipswich and London we specialise in the pre and post retirement market including complex pensions decisions.

We provide a complete financial management service including financial planning, inter-generational planning, specialist pensions advice, cash flow forecasting and investment management.

We are proud to say that we have been advising clients for over 30 years and our mix of older and younger advisers means we will be able to continue our service for many years to come.

Our investment management service is unusual in that we invest predominately into low cost passive investments. We firmly believe that asset allocation is by far the biggest factor in client returns.

Our services

Manage Complex Financial Planning Issues
Provide a Personal Service
Invest and Manage Money
Pension Drawdown Advice
Pension Transfer Advice
Intergenerational Planning
Inheritance Tax Advice
Court of Protection Work
Later Life Advice

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

We offer a competitive fee charging structure which is tailored to your requirements.

Our experienced advisers undertake ongoing study to keep up to date with new legislation and the ever-changing market.

We are authorised and regulated by the Financial Conduct Authority. Registration number 227810.

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