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
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Rest of world
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Joshua Lamb BSc (Hons) DipPFS Cert CII (MP) ACSI
Financial Planner
Andrew Swallow FCSI FPFS
Director
Accreditations
Care advice standard Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
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
The advice he gave made sense. He talked in language I understood. I felt I had found someone I could trust.
Susan R, Mersea
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
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
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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